Westside Investment Management’s iShares US Energy ETF IYE Stock Holding History

Westside Investment Management’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
2025 Q4	–	Sell	-80	Closed	-$3.8K	–	1523
2025 Q3	$3.8K	Sell	80 -9	-10%	-$419	﹤0.01%	1288
2025 Q2	$4.03K	Sell	89 -6	-6%	-$265	﹤0.01%	1169
2025 Q1	$4.68K	Hold	95	–	–	﹤0.01%	786
2024 Q4	$4.33K	Hold	95	–	–	﹤0.01%	793
2024 Q3	$4.4K	Hold	95	–	–	﹤0.01%	799
2024 Q2	$4.56K	Hold	95	–	–	﹤0.01%	775
2024 Q1	$4.69K	Hold	95	–	–	﹤0.01%	735
2023 Q4	$4.19K	Hold	95	–	–	﹤0.01%	714
2023 Q3	$4.51K	Hold	95	–	–	﹤0.01%	699
2023 Q2	$4.07K	Hold	95	–	–	﹤0.01%	722
2023 Q1	$4.16K	Hold	95	–	–	﹤0.01%	716
2022 Q4	$4	Hold	95	–	–	﹤0.01%	718
2022 Q3	$3	Hold	95	–	–	﹤0.01%	739
2022 Q2	$3	Hold	95	–	–	﹤0.01%	733
2022 Q1	$3	Hold	95	–	–	﹤0.01%	722
2021 Q4	$2	Hold	95	–	–	﹤0.01%	737
2021 Q3	$2	Hold	95	–	–	﹤0.01%	718
2021 Q2	$2	Hold	95	–	–	﹤0.01%	706
2021 Q1	$2	Hold	95	–	–	﹤0.01%	683
2020 Q4	$1	Hold	95	–	–	﹤0.01%	627
2020 Q3	$1	Hold	95	–	–	﹤0.01%	638
2020 Q2	$1	Sell	95 -75	-44%	-$1.47K	﹤0.01%	625
2020 Q1	$2	Buy	+170	New	+$4.29K	﹤0.01%	596
2019 Q2	$12K	Buy	+350	New	+$12.2K	﹤0.01%	441
2018 Q4	$10.9K	Buy	+350	New	+$12.9K	﹤0.01%	454
2018 Q3	–	Sell	-450	Closed	-$18.6K	–	783
2018 Q2	$18.6K	Hold	450	–	–	0.01%	421
2018 Q1	$16.3K	Hold	450	–	–	0.01%	427
2017 Q4	$18.6K	Hold	450	–	–	0.01%	422
2017 Q3	$16.8K	Hold	450	–	–	0.01%	427
2017 Q2	$15.8K	Buy	450 +125	+38%	+$4.61K	0.01%	426
2017 Q1	$12.5K	Buy	+325	New	+$12.9K	0.01%	440

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BRCM

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

Westside Investment Management's IYE Position: Q4 2025 in Review

Westside Investment Management sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 80 shares — an estimated $3.8K sold.

Westside Investment Management first reported a position in IYE in Q1 2017 and held it in 31 quarters. The position peaked at $18.6K in Q4 2017. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

Westside Investment Management reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
Westside Investment Management sold 80 iShares US Energy ETF shares in Q4 2025, an estimated $3.8K.
Westside Investment Management first reported a position in iShares US Energy ETF in Q1 2017 and held it in 31 quarters.
Westside Investment Management's iShares US Energy ETF position peaked at $18.6K in Q4 2017.
275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.