Beacon Pointe Advisors’s iShares US Energy ETF IYE Stock Holding History

Beacon Pointe 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	$984K	Buy	17,389 +23	+0.1%	+$1.39K	﹤0.01%	1045
2026 Q1	$1.12M	Buy	17,366 +1,806	+12%	+$102K	0.01%	950
2025 Q4	$740K	Buy	+15,560	New	+$736K	0.01%	931
2025 Q3	–	Sell	-4,894	Closed	-$221K	–	1457
2025 Q2	$221K	Buy	4,894 +1	+0%	+$44	﹤0.01%	1159
2025 Q1	$241K	Sell	4,893 -28	-0.6%	-$1.33K	﹤0.01%	1095
2024 Q4	$224K	Buy	+4,921	New	+$236K	﹤0.01%	1112
2024 Q2	–	Sell	-5,009	Closed	-$247K	–	1336
2024 Q1	$247K	Sell	5,009 -52	-1%	-$2.34K	﹤0.01%	1171
2023 Q4	$223K	Sell	5,061 -63	-1%	-$2.83K	﹤0.01%	1180
2023 Q3	$243K	Sell	5,124 -15	-0.3%	-$692	﹤0.01%	1156
2023 Q2	$220K	Sell	5,139 -247	-5%	-$10.6K	﹤0.01%	985
2023 Q1	$236K	Buy	5,386 +310	+6%	+$14K	﹤0.01%	1012
2022 Q4	$236K	Buy	+5,076	New	+$237K	﹤0.01%	947

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

Beacon Pointe Advisors's IYE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares US Energy ETF (IYE) stake by 0.13% in Q2 2026, buying an estimated $1.39K and bringing the position to 17,389 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Beacon Pointe Advisors first reported a position in IYE in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Beacon Pointe Advisors held 17,389 shares of iShares US Energy ETF worth $984K as of Q2 2026.
Beacon Pointe Advisors bought 23 iShares US Energy ETF shares in Q2 2026, an estimated $1.39K.
iShares US Energy ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1045 holding.
Beacon Pointe Advisors first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 12 quarters since.
Beacon Pointe Advisors's iShares US Energy ETF position peaked at $1.12M in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.