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Aptus Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Aptus Capital 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 		$239K Buy
4,227
+5
+0.1% +$303 ﹤0.01% 1040
2026
Q1 		$273K Sell
4,222
-355
-8% -$20.1K ﹤0.01% 908
2025
Q4 		$218K Buy
4,577
+289
+7% +$13.7K ﹤0.01% 1004
2025
Q3 		$204K Buy
4,288
+904
+27% +$42.1K ﹤0.01% 978
2025
Q2 		$153K Buy
3,384
+7
+0.2% +$309 ﹤0.01% 996
2025
Q1 		$167K Sell
3,377
-2,405
-42% -$115K ﹤0.01% 926
2024
Q4 		$263K Buy
5,782
+39
+0.7% +$1.87K ﹤0.01% 809
2024
Q3 		$266K Buy
5,743
+822
+17% +$38.7K ﹤0.01% 693
2024
Q2 		$236K Sell
4,921
-7,070
-59% -$345K ﹤0.01% 689
2024
Q1 		$592K Buy
11,991
+11,794
+5,987% +$530K 0.01% 477
2023
Q4 		$8.69K Hold
197
– – ﹤0.01% 809
2023
Q3 		$9.34K Sell
197
-13
-6% -$600 ﹤0.01% 804
2023
Q2 		$9K Hold
210
– – ﹤0.01% 700
2023
Q1 		$9.19K Hold
210
– – ﹤0.01% 687
2022
Q4 		$9.76K Buy
210
+13
+7% +$608 ﹤0.01% 699
2022
Q3 		$8K Hold
197
– – ﹤0.01% 679
2022
Q2 		$8K Hold
197
– – ﹤0.01% 589
2022
Q1 		$8K Sell
197
-302
-61% -$11.1K ﹤0.01% 622
2021
Q4 		$15K Buy
+499
New +$15.4K ﹤0.01% 479

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

Aptus Capital Advisors's IYE Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Energy ETF (IYE) stake by 0.12% in Q2 2026, buying an estimated $303 and bringing the position to 4,227 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Aptus Capital Advisors first reported a position in IYE in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q1 2024. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Aptus Capital Advisors held 4,227 shares of iShares US Energy ETF worth $239K as of Q2 2026.
  • Aptus Capital Advisors bought 5 iShares US Energy ETF shares in Q2 2026, an estimated $303.
  • iShares US Energy ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1040 holding.
  • Aptus Capital Advisors first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • Aptus Capital Advisors's iShares US Energy ETF position peaked at $592K in Q1 2024.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.