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

Wealthstar 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	$1.99M	Sell	35,097 -2,832	-7%	-$172K	0.58%	28
2026 Q1	$2.46M	Sell	37,929 -15,565	-29%	-$883K	1.15%	12
2025 Q4	$2.54M	Buy	+53,494	New	+$2.53M	1.12%	13
2025 Q3	–	Sell	-44,819	Closed	-$2.03M	–	144
2025 Q2	$2.03M	Buy	44,819 +2,926	+7%	+$129K	0.76%	21
2025 Q1	$2.07M	Buy	41,893 +4,405	+12%	+$210K	0.95%	23
2024 Q4	$1.71M	Buy	+37,488	New	+$1.8M	0.74%	28
2023 Q4	–	Sell	-22,482	Closed	-$1.07M	–	133
2023 Q3	$1.07M	Buy	+22,482	New	+$1.04M	0.41%	26
2022 Q2	–	Sell	-112,029	Closed	-$4.59M	–	91
2022 Q1	$4.59M	Buy	+112,029	New	+$4.13M	1.7%	11

Other funds holding IYE

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AGAM

AK Global Asset Management Oakland, California $118M AUM

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Wealthstar Advisors's IYE Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares US Energy ETF (IYE) stake by 7.5% in Q2 2026, selling an estimated $172K and leaving 35,097 shares worth $1.99M. The position accounts for 0.58% of the portfolio, ranked #28.

Wealthstar Advisors first reported a position in IYE in Q1 2022 and has held it in 8 quarters since. The position peaked at $4.59M in Q1 2022. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Wealthstar Advisors held 35,097 shares of iShares US Energy ETF worth $1.99M as of Q2 2026.
Wealthstar Advisors sold 2,832 iShares US Energy ETF shares in Q2 2026, an estimated $172K.
iShares US Energy ETF made up 0.58% of Wealthstar Advisors's portfolio in Q2 2026, its #28 holding.
Wealthstar Advisors first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 8 quarters since.
Wealthstar Advisors's iShares US Energy ETF position peaked at $4.59M in Q1 2022.
139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.