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

Vermillion & White Wealth Management Group’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	–	Sell	-1,225	Closed	-$58.2K	–	302
2025 Q4	$58.2K	Hold	1,225	–	–	0.03%	138
2025 Q3	$58.2K	Hold	1,225	–	–	0.03%	138
2025 Q2	$55.4K	Hold	1,225	–	–	0.04%	131
2025 Q1	$60.4K	Sell	1,225 -97	-7%	-$4.62K	0.04%	116
2024 Q4	$60.2K	Hold	1,322	–	–	0.04%	125
2024 Q3	$61.3K	Hold	1,322	–	–	0.05%	117
2024 Q2	$63.5K	Hold	1,322	–	–	0.05%	112
2024 Q1	$65.3K	Hold	1,322	–	–	0.05%	104
2023 Q4	$58.3K	Buy	+1,322	New	+$59.4K	0.06%	80

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Vermillion & White Wealth Management Group's IYE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 1,225 shares — an estimated $58.2K sold.

Vermillion & White Wealth Management Group first reported a position in IYE in Q4 2023 and held it in 9 quarters. The position peaked at $65.3K in Q1 2024. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,225 iShares US Energy ETF shares in Q1 2026, an estimated $58.2K.
Vermillion & White Wealth Management Group first reported a position in iShares US Energy ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares US Energy ETF position peaked at $65.3K in Q1 2024.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.