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Allworth Financial’s iShares US Energy ETF IYE Stock Holding History

Allworth Financial’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 		$69.5K Sell
1,229
-109
-8% -$6.61K ﹤0.01% 2209
2026
Q1 		$86.7K Buy
1,338
+4
+0.3% +$227 ﹤0.01% 1928
2025
Q4 		$63.4K Buy
1,334
+6
+0.5% +$284 ﹤0.01% 2045
2025
Q3 		$63.1K Buy
1,328
+8
+0.6% +$372 ﹤0.01% 1965
2025
Q2 		$59.7K Buy
1,320
+201
+18% +$8.88K ﹤0.01% 1848
2025
Q1 		$48.9K Hold
1,119
– – ﹤0.01% 1562
2024
Q4 		$54.4K Buy
1,119
+1
+0.1% +$48 ﹤0.01% 1533
2024
Q3 		$51.8K Buy
1,118
+7
+0.6% +$330 ﹤0.01% 1394
2024
Q2 		$54.1K Buy
1,111
+747
+205% +$36.5K ﹤0.01% 1350
2024
Q1 		$18K Buy
364
+39
+12% +$1.75K ﹤0.01% 1832
2023
Q4 		$14.3K Sell
325
-63
-16% -$2.83K ﹤0.01% 1830
2023
Q3 		$18.4K Sell
388
-74
-16% -$3.41K ﹤0.01% 1582
2023
Q2 		$19.8K Sell
462
-717
-61% -$30.7K ﹤0.01% 1547
2023
Q1 		$51.6K Buy
1,179
+808
+218% +$36.6K ﹤0.01% 1062
2022
Q4 		$17.2K Buy
371
+51
+16% +$2.38K ﹤0.01% 1433
2022
Q3 		$13K Hold
320
– – ﹤0.01% 1487
2022
Q2 		$12K Buy
320
+180
+129% +$7.64K ﹤0.01% 1494
2022
Q1 		$6K Hold
140
– – ﹤0.01% 1594
2021
Q4 		$4K Hold
140
– – ﹤0.01% 1604
2021
Q3 		$4K Sell
140
-1,418
-91% -$38.1K ﹤0.01% 1568
2021
Q2 		$45K Buy
1,558
+140
+10% +$3.9K ﹤0.01% 648
2021
Q1 		$37K Buy
+1,418
New +$34.9K ﹤0.01% 632
2017
Q2 		– Sell
-174
Closed -$7K – 783
2017
Q1 		$7K Hold
174
– – ﹤0.01% 487
2016
Q4 		$7K Hold
174
– – ﹤0.01% 442
2016
Q3 		$7K Hold
174
– – ﹤0.01% 452
2016
Q2 		$7K Hold
174
– – ﹤0.01% 423
2016
Q1 		$6K Hold
174
– – ﹤0.01% 428
2015
Q4 		$6K Hold
174
– – ﹤0.01% 425
2015
Q3 		$6K Hold
174
– – ﹤0.01% 431
2015
Q2 		$7K Hold
174
– – ﹤0.01% 411
2015
Q1 		$8K Buy
+174
New +$7.63K ﹤0.01% 411

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

Allworth Financial's IYE Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Energy ETF (IYE) stake by 8.1% in Q2 2026, selling an estimated $6.61K and leaving 1,229 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Allworth Financial first reported a position in IYE in Q1 2015 and has held it in 31 quarters since. The position peaked at $86.7K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Allworth Financial held 1,229 shares of iShares US Energy ETF worth $69.5K as of Q2 2026.
  • Allworth Financial sold 109 iShares US Energy ETF shares in Q2 2026, an estimated $6.61K.
  • iShares US Energy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2209 holding.
  • Allworth Financial first reported a position in iShares US Energy ETF in Q1 2015 and has held it in 31 quarters since.
  • Allworth Financial's iShares US Energy ETF position peaked at $86.7K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.