TS Financial Group (TSFG)’s iShares US Energy ETF IYE Stock Holding History

TS Financial Group (TSFG)’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Hold	225	–	–	﹤0.01%	572
2026 Q1	$15K	Sell	225 -132	-37%	-$7.49K	﹤0.01%	518
2025 Q4	$17K	Hold	357	–	–	﹤0.01%	487
2025 Q3	$17K	Hold	357	–	–	﹤0.01%	493
2025 Q2	$16K	Hold	357	–	–	﹤0.01%	491
2025 Q1	$18K	Hold	357	–	–	﹤0.01%	457
2024 Q4	$16K	Hold	357	–	–	﹤0.01%	426
2024 Q3	$17K	Sell	357 -26	-7%	-$1.23K	﹤0.01%	421
2024 Q2	$18K	Hold	383	–	–	﹤0.01%	395
2024 Q1	$19K	Sell	383 -170	-31%	-$7.65K	﹤0.01%	384
2023 Q4	$24K	Sell	553 -311	-36%	-$14K	0.01%	372
2023 Q3	$41K	Hold	864	–	–	0.01%	312
2023 Q2	$37K	Hold	864	–	–	0.01%	323
2023 Q1	$38K	Hold	864	–	–	0.01%	313
2022 Q4	$40K	Hold	864	–	–	0.02%	307
2022 Q3	$34K	Hold	864	–	–	0.02%	320
2022 Q2	$33K	Hold	864	–	–	0.01%	334
2022 Q1	$35K	Hold	864	–	–	0.01%	338
2021 Q4	$26K	Hold	864	–	–	0.01%	387
2021 Q3	$24K	Buy	864 +613	+244%	+$16.5K	0.01%	404
2021 Q2	$7K	Hold	251	–	–	﹤0.01%	611
2021 Q1	$7K	Hold	251	–	–	﹤0.01%	546
2020 Q4	$5K	Sell	251 -46	-15%	-$844	﹤0.01%	603
2020 Q3	$5K	Hold	297	–	–	﹤0.01%	551
2020 Q2	$6K	Hold	297	–	–	﹤0.01%	514
2020 Q1	$5K	Hold	297	–	–	﹤0.01%	472
2019 Q4	$10K	Hold	297	–	–	0.01%	429
2019 Q3	$9K	Hold	297	–	–	0.01%	428
2019 Q2	$10K	Hold	297	–	–	0.01%	406
2019 Q1	$11K	Buy	+297	New	+$10.4K	0.01%	381

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TS Financial Group (TSFG)'s IYE Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 225 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

TS Financial Group (TSFG) first reported a position in IYE in Q1 2019 and has held it in 30 quarters since. The position peaked at $41K in Q3 2023. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

TS Financial Group (TSFG) held 225 shares of iShares US Energy ETF worth $13K as of Q2 2026.
TS Financial Group (TSFG) left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #572 holding.
TS Financial Group (TSFG) first reported a position in iShares US Energy ETF in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s iShares US Energy ETF position peaked at $41K in Q3 2023.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.