Chicago Partners Investment Group’s iShares US Energy ETF IYE Stock Holding History

Chicago Partners Investment Group’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 Q1	$480K	Buy	8,000 +1,999	+33%	+$113K	0.01%	912
2025 Q4	$312K	Sell	6,001 -426	-7%	-$20.2K	0.01%	1006
2025 Q3	$299K	Sell	6,427 -111	-2%	-$5.17K	0.01%	956
2025 Q2	$301K	Sell	6,538 -255	-4%	-$11.3K	0.01%	838
2025 Q1	$290K	Buy	6,793 +956	+16%	+$45.6K	0.01%	700
2024 Q4	$274K	Sell	5,837 -21	-0.4%	-$1.01K	0.01%	689
2024 Q3	$276K	Buy	5,858 +24	+0.4%	+$1.13K	0.01%	644
2024 Q2	$284K	Buy	5,834 +38	+0.7%	+$1.86K	0.01%	609
2024 Q1	$291K	Buy	+5,796	New	+$261K	0.01%	581

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Chicago Partners Investment Group's IYE Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares US Energy ETF (IYE) stake by 33% in Q1 2026, buying an estimated $113K and bringing the position to 8,000 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #912.

Chicago Partners Investment Group first reported a position in IYE in Q1 2024 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Chicago Partners Investment Group held 8,000 shares of iShares US Energy ETF worth $480K as of Q1 2026.
Chicago Partners Investment Group bought 1,999 iShares US Energy ETF shares in Q1 2026, an estimated $113K.
iShares US Energy ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #912 holding.
Chicago Partners Investment Group first reported a position in iShares US Energy ETF in Q1 2024 and has held it in 9 quarters since.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.