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

Westfuller 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
Q1 		– Sell
-596
Closed -$28.3K – 778
2025
Q4 		$28.3K Buy
596
+4
+0.7% +$189 0.01% 343
2025
Q3 		$28.1K Buy
+592
New +$27.6K 0.01% 335

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Westfuller Advisors's IYE Position: Q1 2026 in Review

Westfuller Advisors sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 596 shares — an estimated $28.3K sold.

Westfuller Advisors first reported a position in IYE in Q3 2025 and held it in 2 quarters. The position peaked at $28.3K in Q4 2025. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Westfuller Advisors reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Westfuller Advisors sold 596 iShares US Energy ETF shares in Q1 2026, an estimated $28.3K.
  • Westfuller Advisors first reported a position in iShares US Energy ETF in Q3 2025 and held it in 2 quarters.
  • Westfuller Advisors's iShares US Energy ETF position peaked at $28.3K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.