CIBC Private Wealth Group’s iShares US Energy ETF IYE Stock Holding History

CIBC Private Wealth 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
2025 Q4	$24.1K	Hold	507	–	–	﹤0.01%	2102
2025 Q3	$24.1K	Hold	507	–	–	﹤0.01%	2088
2025 Q2	$22.9K	Hold	507	–	–	﹤0.01%	1966
2025 Q1	$20.5K	Sell	507 -201	-28%	-$9.58K	﹤0.01%	1981
2024 Q4	$33.2K	Hold	708	–	–	﹤0.01%	1849
2024 Q3	$32.8K	Sell	708 -269	-28%	-$12.7K	﹤0.01%	1934
2024 Q2	$46.2K	Sell	977 -690	-41%	-$33.7K	﹤0.01%	1710
2024 Q1	$82.9K	Buy	+1,667	New	+$75K	﹤0.01%	1470
2018 Q3	–	Sell	-2,700	Closed	-$113K	–	1334
2018 Q2	$113K	Hold	2,700	–	–	﹤0.01%	1006
2018 Q1	$100K	Hold	2,700	–	–	﹤0.01%	1022
2017 Q4	$107K	Buy	+2,700	New	+$102K	﹤0.01%	1024
2016 Q1	–	Sell	-134,045	Closed	-$4.54M	–	591
2015 Q4	$4.54M	Buy	+134,045	New	+$4.95M	0.04%	272

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

CIBC Private Wealth Group's IYE Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares US Energy ETF (IYE) position steady in Q4 2025 at 507 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

CIBC Private Wealth Group first reported a position in IYE in Q4 2015 and has held it in 12 quarters since. The position peaked at $4.54M in Q4 2015. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

CIBC Private Wealth Group held 507 shares of iShares US Energy ETF worth $24.1K as of Q4 2025.
CIBC Private Wealth Group left its iShares US Energy ETF share count unchanged in Q4 2025.
iShares US Energy ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2102 holding.
CIBC Private Wealth Group first reported a position in iShares US Energy ETF in Q4 2015 and has held it in 12 quarters since.
CIBC Private Wealth Group's iShares US Energy ETF position peaked at $4.54M in Q4 2015.
275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.