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

Wealth Management Partners’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 		$1.14M Sell
20,133
-1,514
-7% -$91.8K 0.27% 73
2026
Q1 		$1.4M Sell
21,647
-7
-0% -$397 0.4% 53
2025
Q4 		$1.03M Buy
21,654
+578
+3% +$27.4K 0.29% 71
2025
Q3 		$1M Buy
21,076
+335
+2% +$15.6K 0.32% 64
2025
Q2 		$952K Sell
20,741
-4,240
-17% -$187K 0.34% 64
2025
Q1 		$1.23M Buy
24,981
+8,168
+49% +$389K 0.57% 38
2024
Q4 		$766K Buy
16,813
+101
+0.6% +$4.84K 0.33% 60
2024
Q3 		$774K Sell
16,712
-9
-0.1% -$424 0.36% 59
2024
Q2 		$803K Buy
16,721
+504
+3% +$24.6K 0.39% 52
2024
Q1 		$801K Buy
16,217
+309
+2% +$13.9K 0.41% 52
2023
Q4 		$702K Buy
15,908
+113
+0.7% +$5.08K 0.39% 54
2023
Q3 		$749K Sell
15,795
-40
-0.3% -$1.84K 0.47% 46
2023
Q2 		$678K Hold
15,835
– – 0.43% 50
2023
Q1 		$693K Sell
15,835
-1,165
-7% -$52.7K 0.48% 47
2022
Q4 		$798K Buy
17,000
+1,000
+6% +$46.7K 0.67% 38
2022
Q3 		$715K Sell
16,000
-1,000
-6% -$41.1K 0.63% 42
2022
Q2 		$645K Sell
17,000
-1,000
-6% -$42.5K 0.56% 41
2022
Q1 		$726K Buy
+18,000
New +$663K 0.52% 46

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Wealth Management Partners reduced its iShares US Energy ETF (IYE) stake by 7% in Q2 2026, selling an estimated $91.8K and leaving 20,133 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #73.

Wealth Management Partners first reported a position in IYE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.4M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Wealth Management Partners held 20,133 shares of iShares US Energy ETF worth $1.14M as of Q2 2026.
  • Wealth Management Partners sold 1,514 iShares US Energy ETF shares in Q2 2026, an estimated $91.8K.
  • iShares US Energy ETF made up 0.27% of Wealth Management Partners's portfolio in Q2 2026, its #73 holding.
  • Wealth Management Partners first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Management Partners's iShares US Energy ETF position peaked at $1.4M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.