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Arkadios Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Arkadios Wealth 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 		$897K Buy
15,849
+694
+5% +$42.1K 0.01% 851
2026
Q1 		$982K Buy
15,155
+2,133
+16% +$121K 0.02% 794
2025
Q4 		$619K Buy
13,022
+205
+2% +$9.7K 0.01% 905
2025
Q3 		$609K Buy
12,817
+159
+1% +$7.4K 0.01% 850
2025
Q2 		$572K Buy
12,658
+1,004
+9% +$44.4K 0.02% 790
2025
Q1 		$575K Sell
11,654
-1,147
-9% -$54.7K 0.02% 659
2024
Q4 		$583K Buy
12,801
+2,367
+23% +$113K 0.03% 488
2024
Q3 		$484K Sell
10,434
-499
-5% -$23.5K 0.03% 546
2024
Q2 		$525K Buy
10,933
+3,782
+53% +$185K 0.04% 455
2024
Q1 		$353K Buy
7,151
+251
+4% +$11.3K 0.03% 484
2023
Q4 		$304K Sell
6,900
-525
-7% -$23.6K 0.03% 524
2023
Q3 		$352K Sell
7,425
-306
-4% -$14.1K 0.03% 431
2023
Q2 		$331K Buy
7,731
+201
+3% +$8.61K 0.04% 417
2023
Q1 		$329K Sell
7,530
-482
-6% -$21.8K 0.04% 406
2022
Q4 		$372K Buy
8,012
+188
+2% +$8.79K 0.05% 348
2022
Q3 		$308K Buy
7,824
+500
+7% +$20.5K 0.05% 371
2022
Q2 		$279K Buy
7,324
+171
+2% +$7.26K 0.04% 414
2022
Q1 		$293K Buy
+7,153
New +$264K 0.04% 432
2021
Q4 		– Sell
-1,603
Closed -$45K – 1191
2021
Q3 		$45K Sell
1,603
-708
-31% -$19K 0.01% 907
2021
Q2 		$67K Buy
2,311
+1,421
+160% +$39.6K 0.01% 840
2021
Q1 		$23K Buy
890
+710
+394% +$17.5K ﹤0.01% 934
2020
Q4 		$3K Hold
180
– – ﹤0.01% 1205
2020
Q3 		$2.91K Hold
180
– – ﹤0.01% 911
2020
Q2 		$3.5K Buy
+180
New +$3.53K ﹤0.01% 821
2020
Q1 		– Sell
-10
Closed -$291 – 1250
2019
Q4 		$291 Buy
+10
New +$316 ﹤0.01% 955

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

Arkadios Wealth Advisors's IYE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Energy ETF (IYE) stake by 4.6% in Q2 2026, buying an estimated $42.1K and bringing the position to 15,849 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #851.

Arkadios Wealth Advisors first reported a position in IYE in Q4 2019 and has held it in 25 quarters since. The position peaked at $982K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Arkadios Wealth Advisors held 15,849 shares of iShares US Energy ETF worth $897K as of Q2 2026.
  • Arkadios Wealth Advisors bought 694 iShares US Energy ETF shares in Q2 2026, an estimated $42.1K.
  • iShares US Energy ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #851 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's iShares US Energy ETF position peaked at $982K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.