Valley Wealth Managers
IYE icon

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
Q3 		$2.92K Sell
45
-94
-68% -$6.03K ﹤0.01% 312
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

Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Bright Rock Capital Management
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
AK Global Asset Management
AK Global Asset Management Oakland, California $128M AUM 20.49% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Valley Wealth Managers's IYE Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares US Energy ETF (IYE) stake by 68% in Q3 2026, selling an estimated $6.03K and leaving 45 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Valley Wealth Managers first reported a position in IYE in Q4 2015 and has held it in 22 quarters since. The position peaked at $427K in Q4 2015. 118 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

  • Valley Wealth Managers held 45 shares of iShares US Energy ETF worth $2.92K as of Q3 2026.
  • Valley Wealth Managers sold 94 iShares US Energy ETF shares in Q3 2026, an estimated $6.03K.
  • iShares US Energy ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #312 holding.
  • Valley Wealth Managers first reported a position in iShares US Energy ETF in Q4 2015 and has held it in 22 quarters since.
  • Valley Wealth Managers's iShares US Energy ETF position peaked at $427K in Q4 2015.
  • 118 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.