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

AE 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 		$406K Sell
7,180
-103,523
-94% -$6.28M ﹤0.01% 1330
2026
Q1 		$7.17M Buy
110,703
+103,548
+1,447% +$5.87M 0.04% 344
2025
Q4 		$340K Buy
7,155
+19
+0.3% +$899 ﹤0.01% 1245
2025
Q3 		$339K Buy
7,136
+3,094
+77% +$144K ﹤0.01% 1132
2025
Q2 		$183K Sell
4,042
-353
-8% -$15.6K ﹤0.01% 1332
2025
Q1 		$217K Sell
4,395
-236
-5% -$11.2K ﹤0.01% 1242
2024
Q4 		$211K Sell
4,631
-272
-6% -$13K ﹤0.01% 1255
2024
Q3 		$227K Buy
+4,903
New +$231K ﹤0.01% 1129
2024
Q1 		– Sell
-14,897
Closed -$657K – 1583
2023
Q4 		$657K Sell
14,897
-2,325
-14% -$104K ﹤0.01% 1308
2023
Q3 		$817K Buy
17,222
+365
+2% +$16.8K ﹤0.01% 1182
2023
Q2 		$722K Sell
16,857
-60,101
-78% -$2.57M ﹤0.01% 1217
2023
Q1 		$3.37M Sell
76,958
-82,837
-52% -$3.75M 0.02% 621
2022
Q4 		$7.43M Buy
159,795
+5,807
+4% +$271K 0.05% 381
2022
Q3 		$6.05M Sell
153,988
-48,874
-24% -$2.01M 0.05% 384
2022
Q2 		$7.73M Sell
202,862
-101,692
-33% -$4.32M 0.06% 330
2022
Q1 		$12.5M Sell
304,554
-3,525
-1% -$130K 0.09% 244
2021
Q4 		$9.27M Buy
308,079
+64,699
+27% +$1.99M 0.06% 280
2021
Q3 		$6.88M Buy
243,380
+27,511
+13% +$739K 0.06% 305
2021
Q2 		$6.28M Buy
215,869
+107,294
+99% +$2.99M 0.05% 314
2021
Q1 		$2.85M Buy
+108,575
New +$2.67M 0.03% 468

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

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

AE Wealth Management reduced its iShares US Energy ETF (IYE) stake by 94% in Q2 2026, selling an estimated $6.28M and leaving 7,180 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

AE Wealth Management first reported a position in IYE in Q1 2021 and has held it in 20 quarters since. The position peaked at $12.5M in Q1 2022. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • AE Wealth Management held 7,180 shares of iShares US Energy ETF worth $406K as of Q2 2026.
  • AE Wealth Management sold 103,523 iShares US Energy ETF shares in Q2 2026, an estimated $6.28M.
  • iShares US Energy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1330 holding.
  • AE Wealth Management first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 20 quarters since.
  • AE Wealth Management's iShares US Energy ETF position peaked at $12.5M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.