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Ancora Advisors’s iShares US Energy ETF IYE Stock Holding History

Ancora Advisors’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 		$283 Hold
5
– – ﹤0.01% 1924
2026
Q1 		$324 Hold
5
– – ﹤0.01% 2316
2025
Q4 		$238 Hold
5
– – ﹤0.01% 2359
2025
Q3 		$238 Hold
5
– – ﹤0.01% 1890
2025
Q2 		$226 Hold
5
– – ﹤0.01% 1889
2025
Q1 		$246 Sell
5
-11
-69% -$524 ﹤0.01% 1686
2024
Q4 		$729 Sell
16
-192
-92% -$9.2K ﹤0.01% 1659
2024
Q3 		$9.64K Sell
208
-68
-25% -$3.2K ﹤0.01% 1342
2024
Q2 		$13.2K Sell
276
-103
-27% -$5.03K ﹤0.01% 1241
2024
Q1 		$18.7K Sell
379
-62
-14% -$2.79K ﹤0.01% 1207
2023
Q4 		$19.5K Buy
441
+56
+15% +$2.52K ﹤0.01% 1172
2023
Q3 		$18.3K Hold
385
– – ﹤0.01% 1161
2023
Q2 		$16.5K Sell
385
-2
-0.5% -$86 ﹤0.01% 1175
2023
Q1 		$16.9K Sell
387
-1,839
-83% -$83.2K ﹤0.01% 1167
2022
Q4 		$103K Sell
2,226
-253
-10% -$11.8K ﹤0.01% 820
2022
Q3 		$97K Sell
2,479
-2,282
-48% -$93.7K ﹤0.01% 910
2022
Q2 		$181K Sell
4,761
-1,438
-23% -$61.1K 0.01% 786
2022
Q1 		$254K Buy
6,199
+616
+11% +$22.7K 0.01% 732
2021
Q4 		$168K Buy
5,583
+1,129
+25% +$34.8K ﹤0.01% 861
2021
Q3 		$126K Buy
4,454
+1,469
+49% +$39.5K ﹤0.01% 907
2021
Q2 		$86K Buy
2,985
+1,536
+106% +$42.8K ﹤0.01% 950
2021
Q1 		$38K Buy
+1,449
New +$35.6K ﹤0.01% 1152
2018
Q4 		– Sell
-540
Closed -$23K – 922
2018
Q3 		$23K Buy
+540
New +$22.3K ﹤0.01% 1039
2017
Q1 		– Sell
-540
Closed -$22K – 854
2016
Q4 		$22K Buy
+540
New +$21.5K ﹤0.01% 920

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

Ancora Advisors's IYE Position: Q2 2026 in Review

Ancora Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 5 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Ancora Advisors first reported a position in IYE in Q4 2016 and has held it in 24 quarters since. The position peaked at $254K in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Ancora Advisors held 5 shares of iShares US Energy ETF worth $283 as of Q2 2026.
  • Ancora Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1924 holding.
  • Ancora Advisors first reported a position in iShares US Energy ETF in Q4 2016 and has held it in 24 quarters since.
  • Ancora Advisors's iShares US Energy ETF position peaked at $254K in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.