Cambridge Investment Research Advisors
IYE icon

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

Cambridge Investment Research 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 		$7.21M Buy
127,315
+63,630
+100% +$3.86M 0.02% 832
2026
Q1 		$4.13M Buy
63,685
+30,555
+92% +$1.73M 0.01% 1082
2025
Q4 		$1.57M Sell
33,130
-2,853
-8% -$135K ﹤0.01% 1737
2025
Q3 		$1.71M Sell
35,983
-2,952
-8% -$137K ﹤0.01% 1623
2025
Q2 		$1.76M Sell
38,935
-1,332
-3% -$58.9K 0.01% 1523
2025
Q1 		$1.99M Sell
40,267
-1,243
-3% -$59.3K 0.01% 1354
2024
Q4 		$1.89M Sell
41,510
-14,938
-26% -$716K 0.01% 1397
2024
Q3 		$2.62M Sell
56,448
-18,236
-24% -$859K 0.01% 1158
2024
Q2 		$3.58M Buy
74,684
+4,172
+6% +$204K 0.01% 938
2024
Q1 		$3.48M Buy
70,512
+1,282
+2% +$57.7K 0.01% 952
2023
Q4 		$3.05M Sell
69,230
-62,621
-47% -$2.81M 0.01% 961
2023
Q3 		$6.25M Buy
131,851
+47,115
+56% +$2.17M 0.03% 560
2023
Q2 		$3.63M Sell
84,736
-27,635
-25% -$1.18M 0.02% 822
2023
Q1 		$4.92M Sell
112,371
-14,146
-11% -$640K 0.02% 638
2022
Q4 		$5.88M Sell
126,517
-669
-0.5% -$31.3K 0.03% 538
2022
Q3 		$5M Sell
127,186
-122,869
-49% -$5.04M 0.03% 567
2022
Q2 		$9.53M Buy
250,055
+4,005
+2% +$170K 0.05% 349
2022
Q1 		$10.1M Buy
246,050
+96,600
+65% +$3.56M 0.05% 371
2021
Q4 		$4.5M Buy
149,450
+32,351
+28% +$996K 0.02% 692
2021
Q3 		$3.31M Sell
117,099
-160,803
-58% -$4.32M 0.02% 815
2021
Q2 		$8.08M Buy
277,902
+232,608
+514% +$6.48M 0.04% 438
2021
Q1 		$1.19M Sell
45,294
-8,714
-16% -$214K 0.01% 1316
2020
Q4 		$1.09M Sell
54,008
-2,565
-5% -$47.1K 0.01% 1243
2020
Q3 		$903K Buy
56,573
+14,362
+34% +$271K 0.01% 1248
2020
Q2 		$845K Buy
42,211
+5,418
+15% +$106K 0.01% 1220
2020
Q1 		$563K Buy
36,793
+8,932
+32% +$225K 0.01% 1293
2019
Q4 		$895K Sell
27,861
-15,980
-36% -$505K 0.01% 1218
2019
Q3 		$1.39M Sell
43,841
-14,860
-25% -$483K 0.01% 905
2019
Q2 		$2.02M Sell
58,701
-625
-1% -$21.7K 0.02% 706
2019
Q1 		$2.14M Buy
59,326
+9,932
+20% +$348K 0.02% 687
2018
Q4 		$1.54M Sell
49,394
-13,052
-21% -$480K 0.02% 729
2018
Q3 		$2.62M Buy
62,446
+687
+1% +$28.4K 0.03% 583
2018
Q2 		$2.59M Sell
61,759
-13,426
-18% -$549K 0.03% 557
2018
Q1 		$2.78M Buy
75,185
+27,352
+57% +$1.06M 0.03% 515
2017
Q4 		$1.9M Sell
47,833
-35,731
-43% -$1.35M 0.02% 608
2017
Q3 		$3.13M Buy
83,564
+33,687
+68% +$1.2M 0.04% 397
2017
Q2 		$1.77M Buy
49,877
+596
+1% +$22K 0.03% 569
2017
Q1 		$1.9M Sell
49,281
-992
-2% -$39.5K 0.03% 457
2016
Q4 		$2.09M Buy
50,273
+6,039
+14% +$241K 0.04% 422
2016
Q3 		$1.73M Sell
44,234
-30,425
-41% -$1.16M 0.03% 469
2016
Q2 		$2.86M Buy
74,659
+17,116
+30% +$634K 0.06% 295
2016
Q1 		$2M Buy
57,543
+1,538
+3% +$50.1K 0.05% 356
2015
Q4 		$1.9M Buy
56,005
+1,088
+2% +$40.2K 0.04% 367
2015
Q3 		$1.89M Buy
54,917
+10,364
+23% +$392K 0.05% 321
2015
Q2 		$1.89M Buy
44,553
+1,626
+4% +$72.9K 0.05% 328
2015
Q1 		$1.87M Buy
42,927
+10,013
+30% +$439K 0.05% 331
2014
Q4 		$1.48M Buy
32,914
+6,330
+24% +$298K 0.05% 369
2014
Q3 		$1.37M Buy
26,584
+2,522
+10% +$139K 0.04% 415
2014
Q2 		$1.37M Buy
24,062
+4,789
+25% +$258K 0.05% 366
2014
Q1 		$983K Buy
19,273
+989
+5% +$48.6K 0.04% 428
2013
Q4 		$923K Buy
18,284
+9,995
+121% +$490K 0.04% 420
2013
Q3 		$390K Buy
8,289
+564
+7% +$26.4K 0.02% 724
2013
Q2 		$344K Buy
+7,725
New +$349K 0.02% 701

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

Cambridge Investment Research Advisors's IYE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares US Energy ETF (IYE) stake by 100% in Q2 2026, buying an estimated $3.86M and bringing the position to 127,315 shares worth $7.21M. The position accounts for 0.02% of the portfolio, ranked #832.

Cambridge Investment Research Advisors first reported a position in IYE in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q1 2022. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Cambridge Investment Research Advisors held 127,315 shares of iShares US Energy ETF worth $7.21M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 63,630 iShares US Energy ETF shares in Q2 2026, an estimated $3.86M.
  • iShares US Energy ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #832 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares US Energy ETF position peaked at $10.1M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.