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Vision Retirement’s iShares US Energy ETF IYE Stock Holding History

Vision Retirement’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 		$12.4K Hold
219
– – ﹤0.01% 413
2026
Q1 		$14.2K Sell
219
-184
-46% -$10.4K ﹤0.01% 371
2025
Q4 		$19.2K Buy
+403
New +$19.1K 0.01% 331

Other funds holding IYE

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vision Retirement's IYE Position: Q2 2026 in Review

Vision Retirement held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 219 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Vision Retirement first reported a position in IYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.2K in Q4 2025. 311 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Vision Retirement held 219 shares of iShares US Energy ETF worth $12.4K as of Q2 2026.
  • Vision Retirement left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #413 holding.
  • Vision Retirement first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares US Energy ETF position peaked at $19.2K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.