VestGen Advisors’s iShares US Energy ETF IYE Stock Holding History

VestGen Advisors’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	–	Sell	-56,629	Closed	-$3.46M	–	1125
2026 Q1	$3.46M	Buy	+56,629	New	+$3.21M	0.09%	197

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

VestGen Advisors's IYE Position: Q2 2026 in Review

VestGen Advisors sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 56,629 shares — an estimated $3.46M sold.

VestGen Advisors first reported a position in IYE in Q1 2026 and held it in 1 quarter. The position peaked at $3.46M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

VestGen Advisors reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 56,629 iShares US Energy ETF shares in Q2 2026, an estimated $3.46M.
VestGen Advisors first reported a position in iShares US Energy ETF in Q1 2026 and held it in 1 quarter.
VestGen Advisors's iShares US Energy ETF position peaked at $3.46M in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.