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

Aberdeen Wealth 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
2026 Q2	$5.66K	Sell	100 -75	-43%	-$4.55K	﹤0.01%	359
2026 Q1	$11.3K	Hold	175	–	–	0.01%	173
2025 Q4	$8.32K	Hold	175	–	–	﹤0.01%	175
2025 Q3	$8.32K	Hold	175	–	–	0.01%	163
2025 Q2	$7.91K	Hold	175	–	–	0.01%	163
2025 Q1	$8.63K	Hold	175	–	–	0.01%	156
2024 Q4	$7.97K	Hold	175	–	–	0.01%	162
2024 Q3	$8.11K	Hold	175	–	–	0.01%	165
2024 Q2	$8.4K	Hold	175	–	–	0.01%	167
2024 Q1	$8.64K	Hold	175	–	–	0.01%	171
2023 Q4	$7.72K	Hold	175	–	–	0.01%	160
2023 Q3	$8.3K	Hold	175	–	–	0.01%	157
2023 Q2	$7.5K	Hold	175	–	–	0.01%	158
2023 Q1	$7.66K	Hold	175	–	–	0.01%	164
2022 Q4	$8.13K	Hold	175	–	–	0.01%	165
2022 Q3	$7K	Hold	175	–	–	0.01%	159
2022 Q2	$7K	Hold	175	–	–	0.01%	162
2022 Q1	$7K	Hold	175	–	–	﹤0.01%	166
2021 Q4	$5K	Buy	+175	New	+$5.39K	﹤0.01%	160
2021 Q2	–	Sell	-175	Closed	-$5K	–	141
2021 Q1	$5K	Hold	175	–	–	﹤0.01%	148
2020 Q4	$4K	Sell	175 -150	-46%	-$2.75K	﹤0.01%	155
2020 Q3	$5K	Buy	+325	New	+$6.14K	﹤0.01%	131
2020 Q1	–	Sell	-625	Closed	-$20K	–	133
2019 Q4	$20K	Buy	+625	New	+$19.7K	0.01%	145

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Aberdeen Wealth Management reduced its iShares US Energy ETF (IYE) stake by 43% in Q2 2026, selling an estimated $4.55K and leaving 100 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Aberdeen Wealth Management first reported a position in IYE in Q4 2019 and has held it in 23 quarters since. The position peaked at $20K in Q4 2019. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Aberdeen Wealth Management held 100 shares of iShares US Energy ETF worth $5.66K as of Q2 2026.
Aberdeen Wealth Management sold 75 iShares US Energy ETF shares in Q2 2026, an estimated $4.55K.
iShares US Energy ETF made up ﹤0.01% of Aberdeen Wealth Management's portfolio in Q2 2026, its #359 holding.
Aberdeen Wealth Management first reported a position in iShares US Energy ETF in Q4 2019 and has held it in 23 quarters since.
Aberdeen Wealth Management's iShares US Energy ETF position peaked at $20K in Q4 2019.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.