Citigroup
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Citigroup’s iShares US Energy ETF IYE Stock Holding History

Citigroup’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
2014
Q1 		– Sell
-60,000
Closed -$3.03M – 7103
2013
Q4 		$3.03M Hold
60,000
– – ﹤0.01% 2218
2013
Q3 		$2.83M Sell
60,000
-40,000
-40% -$1.87M ﹤0.01% 2228
2013
Q2 		$4.45M Buy
+100,000
New +$4.52M ﹤0.01% 1741

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

Citigroup's IYE Position: Q2 2026 in Review

Citigroup opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 2,384 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #4523 among its holdings. This is a return to the name: Citigroup previously reported a position in IYE as recently as Q2 2024.

Citigroup first reported a position in IYE in Q2 2013 and has held it in 46 quarters since. The position peaked at $7.67M in Q1 2014. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Citigroup held 2,384 shares of iShares US Energy ETF worth $135K as of Q2 2026.
  • iShares US Energy ETF was a new Citigroup position in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4523 holding.
  • Citigroup first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 46 quarters since.
  • Citigroup's iShares US Energy ETF position peaked at $7.67M in Q1 2014.
  • 328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.