Vermillion Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Vermillion 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
2026 Q2	$11.6K	Buy	205 +1	+0.5%	+$61	﹤0.01%	1058
2026 Q1	$13.2K	Buy	204 +1	+0.5%	+$57	0.01%	359
2025 Q4	$9.64K	Buy	203 +2	+1%	+$95	﹤0.01%	388
2025 Q3	$9.57K	Buy	201 +1	+0.5%	+$47	﹤0.01%	1159
2025 Q2	$9.03K	Buy	200 +2	+1%	+$88	﹤0.01%	347
2025 Q1	$9.79K	Buy	198 +1	+0.5%	+$48	﹤0.01%	939
2024 Q4	$8.98K	Buy	+197	New	+$9.44K	﹤0.01%	347

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

Vermillion Wealth Management's IYE Position: Q2 2026 in Review

Vermillion Wealth Management increased its iShares US Energy ETF (IYE) stake by 0.49% in Q2 2026, buying an estimated $61 and bringing the position to 205 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Vermillion Wealth Management first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2K in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Vermillion Wealth Management held 205 shares of iShares US Energy ETF worth $11.6K as of Q2 2026.
Vermillion Wealth Management bought 1 iShares US Energy ETF share in Q2 2026, an estimated $61.
iShares US Energy ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1058 holding.
Vermillion Wealth Management first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's iShares US Energy ETF position peaked at $13.2K in Q1 2026.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.