Ameritas Advisory Services’s iShares US Energy ETF IYE Stock Holding History

Ameritas Advisory Services’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	$633K	Buy	11,181 +4,265	+62%	+$259K	0.01%	708
2026 Q1	$448K	Buy	6,916 +318	+5%	+$18K	0.02%	614
2025 Q4	$314K	Sell	6,598 -2,628	-28%	-$124K	0.01%	749
2025 Q3	$438K	Buy	9,226 +4,940	+115%	+$230K	0.03%	430
2025 Q2	$194K	Sell	4,286 -7,373	-63%	-$326K	0.01%	744
2025 Q1	$537K	Sell	11,659 -64	-0.5%	-$3.05K	0.02%	554
2024 Q4	$534K	Buy	11,723 +1,508	+15%	+$72.3K	0.02%	570
2024 Q3	$473K	Buy	10,215 +2,539	+33%	+$120K	0.02%	554
2024 Q2	$368K	Buy	7,676 +266	+4%	+$13K	0.01%	672
2024 Q1	$360K	Buy	+7,410	New	+$333K	0.01%	652
2023 Q4	–	Sell	-6,103	Closed	-$295K	–	775
2023 Q3	$295K	Sell	6,103 -45	-0.7%	-$2.08K	0.01%	635
2023 Q2	$262K	Sell	6,148 -1,515	-20%	-$64.9K	0.03%	441
2023 Q1	$338K	Sell	7,663 -1,309	-15%	-$59.2K	0.02%	606
2022 Q4	$417K	Buy	8,972 +1,178	+15%	+$55.1K	0.02%	593
2022 Q3	$306K	Buy	7,794 +141	+2%	+$5.79K	0.02%	576
2022 Q2	$292K	Buy	7,653 +571	+8%	+$24.2K	0.02%	629
2022 Q1	$290K	Buy	+7,082	New	+$261K	0.01%	673

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

Ameritas Advisory Services's IYE Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares US Energy ETF (IYE) stake by 62% in Q2 2026, buying an estimated $259K and bringing the position to 11,181 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #708.

Ameritas Advisory Services first reported a position in IYE in Q1 2022 and has held it in 17 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Ameritas Advisory Services held 11,181 shares of iShares US Energy ETF worth $633K as of Q2 2026.
Ameritas Advisory Services bought 4,265 iShares US Energy ETF shares in Q2 2026, an estimated $259K.
iShares US Energy ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #708 holding.
Ameritas Advisory Services first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 17 quarters since.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.