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Clearstead Advisors’s iShares US Energy ETF IYE Stock Holding History

Clearstead 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 		$49K Buy
866
+5
+0.6% +$303 ﹤0.01% 1508
2026
Q1 		$55.8K Buy
861
+4
+0.5% +$227 ﹤0.01% 1259
2025
Q4 		$40.7K Buy
857
+6
+0.7% +$284 ﹤0.01% 1488
2025
Q3 		$40.5K Buy
851
+6
+0.7% +$279 ﹤0.01% 1346
2025
Q2 		$38.2K Buy
845
+5
+0.6% +$221 ﹤0.01% 1381
2025
Q1 		$41.4K Buy
840
+5
+0.6% +$238 ﹤0.01% 1217
2024
Q4 		$38K Buy
835
+6
+0.7% +$288 ﹤0.01% 1226
2024
Q3 		$38.4K Buy
829
+6
+0.7% +$283 ﹤0.01% 1262
2024
Q2 		$39.5K Buy
823
+5
+0.6% +$244 ﹤0.01% 1215
2024
Q1 		$40.1K Buy
818
+4
+0.5% +$180 ﹤0.01% 819
2023
Q4 		$35.9K Sell
814
-790
-49% -$35.5K ﹤0.01% 822
2023
Q3 		$76.1K Buy
1,604
+802
+100% +$37K ﹤0.01% 801
2023
Q2 		$34.4K Buy
802
+4
+0.5% +$171 ﹤0.01% 807
2023
Q1 		$34.9K Buy
798
+7
+0.9% +$317 ﹤0.01% 742
2022
Q4 		$36.8K Buy
791
+6
+0.8% +$280 ﹤0.01% 675
2022
Q3 		$31K Buy
785
+9
+1% +$370 ﹤0.01% 696
2022
Q2 		$30K Buy
776
+726
+1,452% +$30.8K ﹤0.01% 722
2022
Q1 		$2K Hold
50
– – ﹤0.01% 1206
2021
Q4 		$2K Hold
50
– – ﹤0.01% 1112
2021
Q3 		$1K Sell
50
-18
-26% -$484 ﹤0.01% 1215
2021
Q2 		$2K Hold
68
– – ﹤0.01% 1049
2021
Q1 		$2K Buy
68
+18
+36% +$443 ﹤0.01% 966
2020
Q4 		$1K Hold
50
– – ﹤0.01% 928
2020
Q3 		$1K Hold
50
– – ﹤0.01% 845
2020
Q2 		$1K Hold
50
– – ﹤0.01% 763
2020
Q1 		$1K Buy
+50
New +$1.26K ﹤0.01% 747

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

Clearstead Advisors's IYE Position: Q2 2026 in Review

Clearstead Advisors increased its iShares US Energy ETF (IYE) stake by 0.58% in Q2 2026, buying an estimated $303 and bringing the position to 866 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Clearstead Advisors first reported a position in IYE in Q1 2020 and has held it in 26 quarters since. The position peaked at $76.1K in Q3 2023. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Clearstead Advisors held 866 shares of iShares US Energy ETF worth $49K as of Q2 2026.
  • Clearstead Advisors bought 5 iShares US Energy ETF shares in Q2 2026, an estimated $303.
  • iShares US Energy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1508 holding.
  • Clearstead Advisors first reported a position in iShares US Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's iShares US Energy ETF position peaked at $76.1K in Q3 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.