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Twin Peaks Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$115K Buy
+1,778
New +$101K 0.03% 266
2025
Q3 		– Sell
-1,000
Closed -$45.1K – 1157
2025
Q2 		$45.1K Buy
+1,000
New +$44.2K 0.01% 365

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's IYE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares US Energy ETF (IYE) in Q1 2026: 1,778 shares worth $115K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IYE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IYE in Q2 2025 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,778 shares of iShares US Energy ETF worth $115K as of Q1 2026.
  • iShares US Energy ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares US Energy ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #266 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2025 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.