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Belpointe Asset Management’s iShares US Energy ETF IYE Stock Holding History

Belpointe Asset 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 		$251K Buy
+4,436
New +$269K 0.01% 963
2024
Q4 		– Sell
-3
Closed -$126 – 913
2024
Q3 		$126 Buy
+3
New +$141 ﹤0.01% 916
2023
Q2 		– Sell
-3,986
Closed -$174K – 1981
2023
Q1 		$174K Sell
3,986
-518
-12% -$23.4K 0.01% 1005
2022
Q4 		$209K Sell
4,504
-640
-12% -$29.9K 0.01% 881
2022
Q3 		$202K Buy
5,144
+471
+10% +$19.3K 0.01% 831
2022
Q2 		$178K Sell
4,673
-2,076
-31% -$88.2K 0.01% 872
2022
Q1 		$275K Sell
6,749
-8,803
-57% -$324K 0.02% 770
2021
Q4 		$468K Buy
15,552
+7,739
+99% +$238K 0.03% 537
2021
Q3 		$221K Buy
7,813
+1,840
+31% +$49.4K 0.02% 813
2021
Q2 		$174K Sell
5,973
-273
-4% -$7.6K 0.01% 881
2021
Q1 		$164K Sell
6,246
-406
-6% -$9.99K 0.01% 814
2020
Q4 		$135K Sell
6,652
-557
-8% -$10.2K 0.01% 839
2020
Q3 		$115K Sell
7,209
-120
-2% -$2.27K 0.01% 727
2020
Q2 		$147K Buy
7,329
+161
+2% +$3.15K 0.02% 615
2020
Q1 		$110K Buy
7,168
+525
+8% +$13.2K 0.02% 585
2019
Q4 		$213K Buy
6,643
+485
+8% +$15.3K 0.03% 520
2019
Q3 		$196K Buy
6,158
+84
+1% +$2.73K 0.03% 480
2019
Q2 		$209K Buy
+6,074
New +$211K 0.04% 403

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

Belpointe Asset Management's IYE Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 4,436 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IYE as recently as Q3 2024.

Belpointe Asset Management first reported a position in IYE in Q2 2019 and has held it in 18 quarters since. The position peaked at $468K in Q4 2021. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Belpointe Asset Management held 4,436 shares of iShares US Energy ETF worth $251K as of Q2 2026.
  • iShares US Energy ETF was a new Belpointe Asset Management position in Q2 2026.
  • iShares US Energy ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #963 holding.
  • Belpointe Asset Management first reported a position in iShares US Energy ETF in Q2 2019 and has held it in 18 quarters since.
  • Belpointe Asset Management's iShares US Energy ETF position peaked at $468K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.