BIA
IYE icon

Biondo Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Biondo Investment 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 		$2.67M Buy
47,234
+1,105
+2% +$67K 0.33% 54
2026
Q1 		$2.99M Buy
46,129
+1,616
+4% +$91.6K 0.38% 48
2025
Q4 		$2.12M Buy
44,513
+1,903
+4% +$90.1K 0.26% 55
2025
Q3 		$2.02M Buy
42,610
+2,155
+5% +$100K 0.25% 56
2025
Q2 		$1.83M Buy
40,455
+2,627
+7% +$116K 0.24% 55
2025
Q1 		$1.86M Buy
37,828
+258
+0.7% +$12.3K 0.26% 50
2024
Q4 		$1.71M Buy
37,570
+750
+2% +$36K 0.24% 52
2024
Q3 		$1.71M Buy
36,820
+460
+1% +$21.7K 0.23% 53
2024
Q2 		$1.75M Buy
36,360
+1,080
+3% +$52.7K 0.26% 51
2024
Q1 		$1.74M Sell
35,280
-3,395
-9% -$153K 0.27% 50
2023
Q4 		$1.71M Buy
38,675
+395
+1% +$17.7K 0.29% 50
2023
Q3 		$1.82M Buy
38,280
+1,165
+3% +$53.7K 0.34% 45
2023
Q2 		$1.59M Buy
37,115
+10
+0% +$428 0.29% 48
2023
Q1 		$1.62M Sell
37,105
-1,880
-5% -$85.1K 0.33% 45
2022
Q4 		$1.81M Sell
38,985
-345
-0.9% -$16.1K 0.4% 43
2022
Q3 		$1.55M Buy
39,330
+305
+0.8% +$12.5K 0.36% 44
2022
Q2 		$1.49M Buy
39,025
+1,245
+3% +$52.9K 0.33% 44
2022
Q1 		$1.55M Buy
37,780
+3,845
+11% +$142K 0.27% 49
2021
Q4 		$1.02M Buy
33,935
+2,070
+6% +$63.7K 0.17% 63
2021
Q3 		$901K Sell
31,865
-325
-1% -$8.73K 0.15% 64
2021
Q2 		$936K Buy
32,190
+5
+0% +$139 0.16% 58
2021
Q1 		$844K Buy
32,185
+680
+2% +$16.7K 0.17% 60
2020
Q4 		$638K Buy
31,505
+9,940
+46% +$182K 0.12% 66
2020
Q3 		$344K Buy
21,565
+30
+0.1% +$567 0.07% 71
2020
Q2 		$431K Buy
+21,535
New +$422K 0.11% 67

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

Biondo Investment Advisors's IYE Position: Q2 2026 in Review

Biondo Investment Advisors increased its iShares US Energy ETF (IYE) stake by 2.4% in Q2 2026, buying an estimated $67K and bringing the position to 47,234 shares worth $2.67M. The position accounts for 0.33% of the portfolio, ranked #54.

Biondo Investment Advisors first reported a position in IYE in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.99M in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Biondo Investment Advisors held 47,234 shares of iShares US Energy ETF worth $2.67M as of Q2 2026.
  • Biondo Investment Advisors bought 1,105 iShares US Energy ETF shares in Q2 2026, an estimated $67K.
  • iShares US Energy ETF made up 0.33% of Biondo Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Biondo Investment Advisors first reported a position in iShares US Energy ETF in Q2 2020 and has held it in 25 quarters since.
  • Biondo Investment Advisors's iShares US Energy ETF position peaked at $2.99M in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Biondo Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.