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AGP Franklin’s iShares US Energy ETF IYE Stock Holding History

AGP Franklin’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 		$204K Buy
+3,144
New +$178K 0.1% 92
2025
Q1 		– Sell
-6,064
Closed -$276K – 88
2024
Q4 		$276K Buy
+6,064
New +$291K 0.17% 73

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

AGP Franklin's IYE Position: Q1 2026 in Review

AGP Franklin opened a new position in iShares US Energy ETF (IYE) in Q1 2026: 3,144 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: AGP Franklin previously reported a position in IYE as recently as Q4 2024.

AGP Franklin first reported a position in IYE in Q4 2024 and has held it in 2 quarters since. The position peaked at $276K in Q4 2024. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • AGP Franklin held 3,144 shares of iShares US Energy ETF worth $204K as of Q1 2026.
  • iShares US Energy ETF was a new AGP Franklin position in Q1 2026.
  • iShares US Energy ETF made up 0.1% of AGP Franklin's portfolio in Q1 2026, its #92 holding.
  • AGP Franklin first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 2 quarters since.
  • AGP Franklin's iShares US Energy ETF position peaked at $276K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.