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USA FINANCIAL FORMULAS’s iShares US Energy ETF IYE Stock Holding History

USA FINANCIAL FORMULAS’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 		$5.58M Buy
+98,658
New +$5.98M 1.02% 12

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM

USA FINANCIAL FORMULAS's IYE Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 98,658 shares worth $5.58M. The stake represents 1.02% of the portfolio and ranks #12 among its holdings.

155 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • USA FINANCIAL FORMULAS held 98,658 shares of iShares US Energy ETF worth $5.58M as of Q2 2026.
  • iShares US Energy ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • iShares US Energy ETF made up 1.02% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #12 holding.
  • 155 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.