Brown, Lisle/Cummings’s iShares US Energy ETF IYE Stock Holding History

Brown, Lisle/Cummings’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	$4.19K	Hold	74	–	–	﹤0.01%	735
2026 Q1	$4.79K	Hold	74	–	–	﹤0.01%	682
2025 Q4	$3.52K	Hold	74	–	–	﹤0.01%	585
2025 Q3	$3.52K	Hold	74	–	–	﹤0.01%	600
2025 Q2	$3.35K	Hold	74	–	–	﹤0.01%	605
2025 Q1	$3.65K	Hold	74	–	–	﹤0.01%	590
2024 Q4	$3.37K	Hold	74	–	–	﹤0.01%	566
2024 Q3	$3.43K	Hold	74	–	–	﹤0.01%	543
2024 Q2	$3.55K	Hold	74	–	–	﹤0.01%	534
2024 Q1	$3.66K	Hold	74	–	–	﹤0.01%	498
2023 Q4	$3.27K	Hold	74	–	–	﹤0.01%	516
2023 Q3	$3.51K	Hold	74	–	–	﹤0.01%	484
2023 Q2	$3.17K	Hold	74	–	–	﹤0.01%	502
2023 Q1	$3.24K	Hold	74	–	–	﹤0.01%	476
2022 Q4	$3.44K	Hold	74	–	–	﹤0.01%	458
2022 Q3	$2.91K	Hold	74	–	–	﹤0.01%	457
2022 Q2	$2.82K	Hold	74	–	–	﹤0.01%	437
2022 Q1	$3.03K	Hold	74	–	–	﹤0.01%	446
2021 Q4	$2.23K	Buy	+74	New	+$2.28K	﹤0.01%	430

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

Brown, Lisle/Cummings's IYE Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 74 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Brown, Lisle/Cummings first reported a position in IYE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.79K in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Brown, Lisle/Cummings held 74 shares of iShares US Energy ETF worth $4.19K as of Q2 2026.
Brown, Lisle/Cummings left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #735 holding.
Brown, Lisle/Cummings first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's iShares US Energy ETF position peaked at $4.79K in Q1 2026.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.