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Avior Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Avior Wealth Management’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 		$983K Buy
+17,365
New +$1.05M 0.03% 365
2025
Q1 		– Sell
-2,823
Closed -$129K – 1549
2024
Q4 		$129K Buy
2,823
+6
+0.2% +$288 ﹤0.01% 822
2024
Q3 		$131K Sell
2,817
-1,275
-31% -$60.1K 0.01% 809
2024
Q2 		$196K Sell
4,092
-1,043
-20% -$50.9K 0.01% 674
2024
Q1 		$254K Buy
5,135
+1,055
+26% +$47.5K 0.01% 637
2023
Q4 		$180K Sell
4,080
-19
-0.5% -$854 0.01% 532
2023
Q3 		$194K Sell
4,099
-350
-8% -$16.1K 0.01% 528
2023
Q2 		$191K Sell
4,449
-10
-0.2% -$428 0.01% 532
2023
Q1 		$195K Buy
4,459
+3,215
+258% +$145K 0.01% 533
2022
Q4 		$57.8K Sell
1,244
-91
-7% -$4.25K ﹤0.01% 602
2022
Q3 		$52K Buy
1,335
+200
+18% +$8.21K ﹤0.01% 599
2022
Q2 		$43K Hold
1,135
– – ﹤0.01% 594
2022
Q1 		$46K Buy
+1,135
New +$41.8K ﹤0.01% 611
2019
Q4 		– Sell
-50
Closed -$1K – 828
2019
Q3 		$1K Hold
50
– – ﹤0.01% 726
2019
Q2 		$2K Hold
50
– – ﹤0.01% 729
2019
Q1 		$1K Sell
50
-237
-83% -$8.29K ﹤0.01% 621
2018
Q4 		$8K Buy
287
+237
+474% +$8.71K ﹤0.01% 584
2018
Q3 		$2K Hold
50
– – ﹤0.01% 681
2018
Q2 		$2K Buy
+50
New +$2.04K ﹤0.01% 711
2016
Q4 		– Sell
-2,580
Closed -$101K – 509
2016
Q3 		$101K Sell
2,580
-645
-20% -$24.6K 0.04% 173
2016
Q2 		$124K Hold
3,225
– – 0.05% 145
2016
Q1 		$112K Hold
3,225
– – 0.05% 149
2015
Q4 		$109K Hold
3,225
– – 0.06% 136
2015
Q3 		$111K Hold
3,225
– – 0.07% 125
2015
Q2 		$137K Hold
3,225
– – 0.11% 80
2015
Q1 		$141K Hold
3,225
– – 0.11% 81
2014
Q4 		$145K Hold
3,225
– – 0.12% 74
2014
Q3 		$166K Hold
3,225
– – 0.14% 65
2014
Q2 		$183K Hold
3,225
– – 0.15% 61
2014
Q1 		$164K Buy
+3,225
New +$159K 0.14% 64

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

Avior Wealth Management's IYE Position: Q2 2026 in Review

Avior Wealth Management opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 17,365 shares worth $983K. The stake represents 0.03% of the portfolio and ranks #365 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in IYE as recently as Q4 2024.

Avior Wealth Management first reported a position in IYE in Q1 2014 and has held it in 30 quarters since. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Avior Wealth Management held 17,365 shares of iShares US Energy ETF worth $983K as of Q2 2026.
  • iShares US Energy ETF was a new Avior Wealth Management position in Q2 2026.
  • iShares US Energy ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Avior Wealth Management first reported a position in iShares US Energy ETF in Q1 2014 and has held it in 30 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.