Arax Advisory Partners’s iShares US Energy ETF IYE Stock Holding History

Arax Advisory 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	$315K	Buy	5,559 +5,339	+2,427%	+$324K	﹤0.01%	1946
2026 Q1	$14.3K	Sell	220 -1,046	-83%	-$59.3K	﹤0.01%	2263
2025 Q4	$60.2K	Buy	+1,266	New	+$59.9K	﹤0.01%	1519
2025 Q3	–	Sell	-332	Closed	-$15K	–	3985
2025 Q2	$15K	Sell	332 -110	-25%	-$4.86K	﹤0.01%	1787
2025 Q1	$21.8K	Buy	+442	New	+$21.1K	﹤0.01%	1268
2024 Q1	–	Sell	-38	Closed	-$1.68K	–	1354
2023 Q4	$1.68K	Buy	+38	New	+$1.71K	﹤0.01%	1043
2019 Q4	–	Sell	-200	Closed	-$6K	–	601
2019 Q3	$6K	Buy	+200	New	+$6.5K	﹤0.01%	499

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

Arax Advisory Partners's IYE Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Energy ETF (IYE) stake by 2,427% in Q2 2026, buying an estimated $324K and bringing the position to 5,559 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Arax Advisory Partners first reported a position in IYE in Q3 2019 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Arax Advisory Partners held 5,559 shares of iShares US Energy ETF worth $315K as of Q2 2026.
Arax Advisory Partners bought 5,339 iShares US Energy ETF shares in Q2 2026, an estimated $324K.
iShares US Energy ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1946 holding.
Arax Advisory Partners first reported a position in iShares US Energy ETF in Q3 2019 and has held it in 7 quarters since.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.