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WealthShield Partners’s iShares US Energy ETF IYE Stock Holding History

WealthShield 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 		$87.9K Hold
1,553
– – 0.01% 265
2026
Q1 		$101K Hold
1,553
– – 0.01% 404
2025
Q4 		$73.8K Hold
1,553
– – 0.01% 416
2025
Q3 		$73.8K Sell
1,553
-14
-0.9% -$652 0.01% 416
2025
Q2 		$70.9K Hold
1,567
– – 0.01% 407
2025
Q1 		$77.3K Buy
1,567
+990
+172% +$47.2K 0.01% 392
2024
Q4 		$26.3K Sell
577
-1,000
-63% -$47.9K ﹤0.01% 407
2024
Q3 		$73.1K Buy
1,577
+1,000
+173% +$47.1K 0.01% 371
2024
Q2 		$27.7K Sell
577
-75
-12% -$3.66K ﹤0.01% 386
2024
Q1 		$32.2K Sell
652
-2,099
-76% -$94.4K 0.01% 375
2023
Q4 		$121K Sell
2,751
-1,712
-38% -$76.9K 0.02% 307
2023
Q3 		$213K Sell
4,463
-272
-6% -$12.5K 0.03% 284
2023
Q2 		$203K Sell
4,735
-3,140
-40% -$135K 0.03% 291
2023
Q1 		$345K Sell
7,875
-13,170
-63% -$596K 0.06% 233
2022
Q4 		$978K Sell
21,045
-1,753
-8% -$81.9K 0.19% 133
2022
Q3 		$896K Sell
22,798
-12,655
-36% -$520K 0.18% 138
2022
Q2 		$1.35M Sell
35,453
-24,148
-41% -$1.03M 0.27% 92
2022
Q1 		$2.44M Sell
59,601
-1,273
-2% -$46.9K 0.39% 63
2021
Q4 		$1.83M Buy
60,874
+3,651
+6% +$112K 0.31% 71
2021
Q3 		$1.62M Sell
57,223
-53,564
-48% -$1.44M 0.43% 58
2021
Q2 		$3.22M Buy
110,787
+15,339
+16% +$427K 0.51% 49
2021
Q1 		$2.5M Buy
+95,448
New +$2.35M 0.45% 62

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

WealthShield Partners's IYE Position: Q2 2026 in Review

WealthShield Partners held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 1,553 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #265.

WealthShield Partners first reported a position in IYE in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.22M in Q2 2021. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • WealthShield Partners held 1,553 shares of iShares US Energy ETF worth $87.9K as of Q2 2026.
  • WealthShield Partners left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #265 holding.
  • WealthShield Partners first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • WealthShield Partners's iShares US Energy ETF position peaked at $3.22M in Q2 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.