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Camarda Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Camarda Financial 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 		$13.5M Buy
+239,220
New +$14.5M 4.1% 4
2014
Q3 		– Sell
-910
Closed -$52K – 230
2014
Q2 		$52K Buy
910
+802
+743% +$43.2K 0.04% 128
2014
Q1 		$6K Buy
+108
New +$5.31K ﹤0.01% 161

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

Camarda Financial Advisors's IYE Position: Q2 2026 in Review

Camarda Financial Advisors opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 239,220 shares worth $13.5M. The stake represents 4.1% of the portfolio and ranks #4 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in IYE as recently as Q2 2014.

Camarda Financial Advisors first reported a position in IYE in Q1 2014 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Camarda Financial Advisors held 239,220 shares of iShares US Energy ETF worth $13.5M as of Q2 2026.
  • iShares US Energy ETF was a new Camarda Financial Advisors position in Q2 2026.
  • iShares US Energy ETF made up 4.1% of Camarda Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Camarda Financial Advisors first reported a position in iShares US Energy ETF in Q1 2014 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.