Wealth Enhancement Advisory Services’s iShares US Energy ETF IYE Stock Holding History

Wealth Enhancement Advisory Services’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	$2.52M	Sell	43,048 -6,729	-14%	-$408K	﹤0.01%	1416
2026 Q1	$3.13M	Buy	49,777 +25,812	+108%	+$1.46M	0.01%	1152
2025 Q4	$1.16M	Buy	23,965 +433	+2%	+$20.5K	﹤0.01%	1848
2025 Q3	$1.12M	Sell	23,532 -374	-2%	-$17.4K	﹤0.01%	1775
2025 Q2	$1.11M	Buy	23,906 +1,242	+5%	+$54.9K	﹤0.01%	1689
2025 Q1	$1.12M	Buy	22,664 +2,531	+13%	+$121K	﹤0.01%	1550
2024 Q4	$917K	Buy	20,133 +4,287	+27%	+$205K	﹤0.01%	1601
2024 Q3	$734K	Sell	15,846 -6,977	-31%	-$329K	﹤0.01%	1579
2024 Q2	$1.1M	Buy	22,823 +1,819	+9%	+$88.8K	﹤0.01%	1236
2024 Q1	$1.04M	Sell	21,004 -1,507	-7%	-$67.8K	﹤0.01%	1223
2023 Q4	$993K	Sell	22,511 -1,470	-6%	-$66K	﹤0.01%	1177
2023 Q3	$1.14M	Buy	+23,981	New	+$1.11M	﹤0.01%	1046

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

Wealth Enhancement Advisory Services's IYE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Energy ETF (IYE) stake by 14% in Q2 2026, selling an estimated $408K and leaving 43,048 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Wealth Enhancement Advisory Services first reported a position in IYE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Wealth Enhancement Advisory Services held 43,048 shares of iShares US Energy ETF worth $2.52M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,729 iShares US Energy ETF shares in Q2 2026, an estimated $408K.
iShares US Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1416 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Energy ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares US Energy ETF position peaked at $3.13M in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.