Appleton Partners’s iShares US Energy ETF IYE Stock Holding History

Appleton Partners’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	$345K	Hold	6,089	–	–	0.02%	230
2026 Q1	$394K	Hold	6,089	–	–	0.03%	207
2025 Q4	$289K	Sell	6,089 -1,350	-18%	-$63.9K	0.02%	237
2025 Q3	$354K	Buy	7,439 +900	+14%	+$41.9K	0.02%	216
2025 Q2	$296K	Hold	6,539	–	–	0.02%	225
2025 Q1	$322K	Hold	6,539	–	–	0.02%	211
2024 Q4	$298K	Hold	6,539	–	–	0.02%	219
2024 Q3	$303K	Sell	6,539 -100	-2%	-$4.71K	0.02%	218
2024 Q2	$319K	Hold	6,639	–	–	0.02%	213
2024 Q1	$328K	Hold	6,639	–	–	0.03%	218
2023 Q4	$293K	Hold	6,639	–	–	0.02%	245
2023 Q3	$315K	Hold	6,639	–	–	0.03%	236
2023 Q2	$284K	Hold	6,639	–	–	0.02%	251
2023 Q1	$290K	Hold	6,639	–	–	0.03%	258
2022 Q4	$309K	Hold	6,639	–	–	0.03%	250
2022 Q3	$261K	Buy	6,639 +475	+8%	+$19.5K	0.03%	257
2022 Q2	$235K	Sell	6,164 -100	-2%	-$4.25K	0.02%	273
2022 Q1	$256K	Buy	+6,264	New	+$231K	0.02%	276

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

Appleton Partners's IYE Position: Q2 2026 in Review

Appleton Partners held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 6,089 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #230.

Appleton Partners first reported a position in IYE in Q1 2022 and has held it in 18 quarters since. The position peaked at $394K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Appleton Partners held 6,089 shares of iShares US Energy ETF worth $345K as of Q2 2026.
Appleton Partners left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #230 holding.
Appleton Partners first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 18 quarters since.
Appleton Partners's iShares US Energy ETF position peaked at $394K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.