AUB
IYE icon

Atlantic Union Bankshares’s iShares US Energy ETF IYE Stock Holding History

Atlantic Union Bankshares’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 		$14.7K Sell
260
-400
-61% -$24.3K ﹤0.01% 1254
2026
Q1 		$42.7K Buy
660
+320
+94% +$18.1K ﹤0.01% 934
2025
Q4 		$16.2K Hold
340
– – ﹤0.01% 1170
2025
Q3 		$16.2K Hold
340
– – ﹤0.01% 1178
2025
Q2 		$15.4K Buy
+340
New +$15K ﹤0.01% 855

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

Atlantic Union Bankshares's IYE Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its iShares US Energy ETF (IYE) stake by 61% in Q2 2026, selling an estimated $24.3K and leaving 260 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Atlantic Union Bankshares first reported a position in IYE in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.7K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Atlantic Union Bankshares held 260 shares of iShares US Energy ETF worth $14.7K as of Q2 2026.
  • Atlantic Union Bankshares sold 400 iShares US Energy ETF shares in Q2 2026, an estimated $24.3K.
  • iShares US Energy ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1254 holding.
  • Atlantic Union Bankshares first reported a position in iShares US Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's iShares US Energy ETF position peaked at $42.7K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.