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Allegheny Financial Group’s iShares US Energy ETF IYE Stock Holding History

Allegheny Financial Group’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 		$279K Buy
4,934
+12
+0.2% +$728 0.03% 244
2026
Q1 		$319K Sell
4,922
-281
-5% -$15.9K 0.04% 199
2025
Q4 		$247K Sell
5,203
-4,679
-47% -$221K 0.04% 236
2025
Q3 		$470K Sell
9,882
-221
-2% -$10.3K 0.09% 144
2025
Q2 		$457K Buy
10,103
+6
+0.1% +$265 0.1% 143
2025
Q1 		$498K Sell
10,097
-2,305
-19% -$110K 0.13% 128
2024
Q4 		$565K Buy
12,402
+5
+0% +$240 0.15% 115
2024
Q3 		$574K Sell
12,397
-103
-0.8% -$4.85K 0.14% 130
2024
Q2 		$600K Buy
12,500
+4,738
+61% +$231K 0.17% 112
2024
Q1 		$383K Sell
7,762
-3,957
-34% -$178K 0.12% 140
2023
Q4 		$517K Buy
11,719
+617
+6% +$27.7K 0.17% 114
2023
Q3 		$527K Sell
11,102
-446
-4% -$20.6K 0.2% 98
2023
Q2 		$495K Sell
11,548
-230
-2% -$9.85K 0.23% 89
2023
Q1 		$515K Sell
11,778
-211
-2% -$9.55K 0.21% 100
2022
Q4 		$557K Sell
11,989
-701
-6% -$32.8K 0.23% 87
2022
Q3 		$498K Buy
12,690
+17
+0.1% +$698 0.23% 82
2022
Q2 		$483K Buy
12,673
+11
+0.1% +$467 0.23% 81
2022
Q1 		$518K Sell
12,662
-2,267
-15% -$83.5K 0.22% 79
2021
Q4 		$449K Buy
14,929
+2,291
+18% +$70.5K 0.18% 82
2021
Q3 		$357K Buy
12,638
+14
+0.1% +$376 0.16% 96
2021
Q2 		$367K Buy
12,624
+8
+0.1% +$223 0.17% 90
2021
Q1 		$331K Sell
12,616
-3,187
-20% -$78.4K 0.24% 68
2020
Q4 		$320K Buy
+15,803
New +$290K 0.17% 91

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

Allegheny Financial Group's IYE Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares US Energy ETF (IYE) stake by 0.24% in Q2 2026, buying an estimated $728 and bringing the position to 4,934 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #244.

Allegheny Financial Group first reported a position in IYE in Q4 2020 and has held it in 23 quarters since. The position peaked at $600K in Q2 2024. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Allegheny Financial Group held 4,934 shares of iShares US Energy ETF worth $279K as of Q2 2026.
  • Allegheny Financial Group bought 12 iShares US Energy ETF shares in Q2 2026, an estimated $728.
  • iShares US Energy ETF made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #244 holding.
  • Allegheny Financial Group first reported a position in iShares US Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's iShares US Energy ETF position peaked at $600K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.