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 Q2	$492K	Sell	7,779 -221	-3%	-$13.4K	0.01%	1008
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 $1.89T 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

Chicago Partners Investment Group's IYE Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares US Energy ETF (IYE) stake by 2.8% in Q2 2026, selling an estimated $13.4K and leaving 7,779 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #1008.

Chicago Partners Investment Group first reported a position in IYE in Q1 2024 and has held it in 10 quarters since. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Chicago Partners Investment Group held 7,779 shares of iShares US Energy ETF worth $492K as of Q2 2026.
Chicago Partners Investment Group sold 221 iShares US Energy ETF shares in Q2 2026, an estimated $13.4K.
iShares US Energy ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1008 holding.
Chicago Partners Investment Group first reported a position in iShares US Energy ETF in Q1 2024 and has held it in 10 quarters since.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.