Tyler-Stone Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$266K	Buy	5,883 +16	+0.3%	+$707	0.04%	291
2025 Q1	$289K	Buy	5,867 +39	+0.7%	+$1.86K	0.05%	265
2024 Q4	$266K	Buy	5,828 +41	+0.7%	+$1.97K	0.05%	273
2024 Q3	$268K	Buy	5,787 +2,915	+101%	+$137K	0.05%	270
2024 Q2	$138K	Buy	2,872 +5	+0.2%	+$244	0.06%	242
2024 Q1	$142K	Buy	2,867 +5	+0.2%	+$225	0.06%	230
2023 Q4	$126K	Buy	2,862 +12	+0.4%	+$539	0.06%	234
2023 Q3	$135K	Hold	2,850	–	–	0.08%	206
2023 Q2	$122K	Buy	+2,850	New	+$122K	0.07%	225
2022 Q4	$132K	Buy	2,838 +16	+0.6%	+$748	0.09%	197
2022 Q3	$111K	Hold	2,822	–	–	0.08%	207
2022 Q2	$108K	Sell	2,822 -404	-13%	-$17.2K	0.07%	225
2022 Q1	$132K	Buy	+3,226	New	+$119K	0.07%	225

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Tyler-Stone Wealth Management's IYE Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares US Energy ETF (IYE) stake by 0.27% in Q2 2025, buying an estimated $707 and bringing the position to 5,883 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #291.

Tyler-Stone Wealth Management first reported a position in IYE in Q1 2022 and has held it in 13 quarters since. The position peaked at $289K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

Tyler-Stone Wealth Management held 5,883 shares of iShares US Energy ETF worth $266K as of Q2 2025.
Tyler-Stone Wealth Management bought 16 iShares US Energy ETF shares in Q2 2025, an estimated $707.
iShares US Energy ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #291 holding.
Tyler-Stone Wealth Management first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 13 quarters since.
Tyler-Stone Wealth Management's iShares US Energy ETF position peaked at $289K in Q1 2025.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.