Valley Wealth Managers’s iShares US Energy ETF IYE Stock Holding History

Valley Wealth Managers’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	$7.87K	Sell	139 -24	-15%	-$1.46K	﹤0.01%	291
2026 Q1	$10.6K	Hold	163	–	–	﹤0.01%	271
2025 Q4	$7.75K	Hold	163	–	–	﹤0.01%	294
2025 Q3	$7.75K	Hold	163	–	–	﹤0.01%	270
2025 Q2	$7.37K	Hold	163	–	–	﹤0.01%	256
2025 Q1	$8.04K	Sell	163 -1,476	-90%	-$70.4K	﹤0.01%	285
2024 Q4	$74.7K	Hold	1,639	–	–	0.01%	197
2024 Q3	$76K	Hold	1,639	–	–	0.01%	199
2024 Q2	$78.7K	Hold	1,639	–	–	0.01%	203
2024 Q1	$81K	Hold	1,639	–	–	0.01%	200
2023 Q4	$72.3K	Hold	1,639	–	–	0.01%	205
2023 Q3	$77.7K	Hold	1,639	–	–	0.01%	205
2023 Q2	$70.2K	Sell	1,639 -48	-3%	-$2.06K	0.01%	195
2023 Q1	$73.8K	Sell	1,687 -20	-1%	-$905	0.01%	198
2022 Q4	$79.4K	Hold	1,707	–	–	0.01%	206
2022 Q3	$67K	Sell	1,707 -598	-26%	-$24.6K	0.01%	224
2022 Q2	$88K	Buy	+2,305	New	+$97.9K	0.01%	223
2017 Q2	–	Sell	-800	Closed	-$31K	–	152
2017 Q1	$31K	Buy	800 +315	+65%	+$12.5K	﹤0.01%	148
2016 Q4	$20K	Buy	485 +200	+70%	+$7.97K	﹤0.01%	161
2016 Q3	$11K	Buy	+285	New	+$10.9K	﹤0.01%	175
2016 Q1	–	Sell	-12,600	Closed	-$427K	–	113
2015 Q4	$427K	Buy	+12,600	New	+$466K	0.08%	89

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

Valley Wealth Managers's IYE Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares US Energy ETF (IYE) stake by 15% in Q2 2026, selling an estimated $1.46K and leaving 139 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Valley Wealth Managers first reported a position in IYE in Q4 2015 and has held it in 21 quarters since. The position peaked at $427K in Q4 2015. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Valley Wealth Managers held 139 shares of iShares US Energy ETF worth $7.87K as of Q2 2026.
Valley Wealth Managers sold 24 iShares US Energy ETF shares in Q2 2026, an estimated $1.46K.
iShares US Energy ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #291 holding.
Valley Wealth Managers first reported a position in iShares US Energy ETF in Q4 2015 and has held it in 21 quarters since.
Valley Wealth Managers's iShares US Energy ETF position peaked at $427K in Q4 2015.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.