Commonwealth Equity Services’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.43M | Sell |
96,022
-6,698
| -7% | -$406K | 0.01% | 1332 |
|
|
2026
Q1 | $6.65M | Sell |
102,720
-23,045
| -18% | -$1.31M | 0.01% | 1150 |
|
|
2025
Q4 | $5.98M | Sell |
125,765
-13,492
| -10% | -$639K | 0.01% | 1190 |
|
|
2025
Q3 | $6.62M | Sell |
139,257
-37,766
| -21% | -$1.76M | 0.01% | 1161 |
|
|
2025
Q2 | $8.01M | Sell |
177,023
-16,673
| -9% | -$737K | 0.01% | 1041 |
|
|
2025
Q1 | $9.55M | Buy |
193,696
+46,204
| +31% | +$2.2M | 0.01% | 894 |
|
|
2024
Q4 | $6.72M | Buy |
147,492
+5,542
| +4% | +$266K | 0.01% | 1051 |
|
|
2024
Q3 | $6.58M | Sell |
141,950
-2,743
| -2% | -$129K | 0.01% | 1052 |
|
|
2024
Q2 | $6.95M | Buy |
144,693
+667
| +0.5% | +$32.6K | 0.01% | 1002 |
|
|
2024
Q1 | $7.12M | Sell |
144,026
-19,207
| -12% | -$864K | 0.01% | 955 |
|
|
2023
Q4 | $7.2M | Sell |
163,233
-6,769
| -4% | -$304K | 0.01% | 895 |
|
|
2023
Q3 | $8.06M | Buy |
170,002
+12,864
| +8% | +$593K | 0.02% | 777 |
|
|
2023
Q2 | $6.73M | Sell |
157,138
-2,327
| -1% | -$99.7K | 0.01% | 872 |
|
|
2023
Q1 | $6.98M | Sell |
159,465
-69,826
| -30% | -$3.16M | 0.01% | 842 |
|
|
2022
Q4 | $10.7M | Buy |
229,291
+7,275
| +3% | +$340K | 0.03% | 600 |
|
|
2022
Q3 | $8.73M | Sell |
222,016
-143,832
| -39% | -$5.91M | 0.02% | 630 |
|
|
2022
Q2 | $13.9M | Sell |
365,848
-81,701
| -18% | -$3.47M | 0.04% | 448 |
|
|
2022
Q1 | $18.3M | Sell |
447,549
-31,373
| -7% | -$1.16M | 0.04% | 401 |
|
|
2021
Q4 | $14.4M | Buy |
478,922
+1,802
| +0.4% | +$55.5K | 0.03% | 470 |
|
|
2021
Q3 | $13.5M | Sell |
477,120
-246,140
| -34% | -$6.61M | 0.03% | 464 |
|
|
2021
Q2 | $21M | Buy |
723,260
+212,307
| +42% | +$5.91M | 0.05% | 341 |
|
|
2021
Q1 | $13.4M | Buy |
510,953
+373,034
| +270% | +$9.18M | 0.04% | 427 |
|
|
2020
Q4 | $2.79M | Sell |
137,919
-123
| -0.1% | -$2.26K | 0.01% | 1036 |
|
|
2020
Q3 | $2.2M | Sell |
138,042
-859
| -0.6% | -$16.2K | 0.01% | 1039 |
|
|
2020
Q2 | $2.78M | Buy |
138,901
+44,165
| +47% | +$865K | 0.01% | 854 |
|
|
2020
Q1 | $1.45M | Sell |
94,736
-9,575
| -9% | -$241K | 0.01% | 1058 |
|
|
2019
Q4 | $3.35M | Sell |
104,311
-9,610
| -8% | -$304K | 0.01% | 773 |
|
|
2019
Q3 | $3.62M | Sell |
113,921
-4,719
| -4% | -$153K | 0.02% | 689 |
|
|
2019
Q2 | $4.08M | Sell |
118,640
-81,593
| -41% | -$2.83M | 0.02% | 641 |
|
|
2019
Q1 | $7.21M | Buy |
200,233
+4,698
| +2% | +$164K | 0.03% | 440 |
|
|
2018
Q4 | $6.09M | Sell |
195,535
-54,403
| -22% | -$2M | 0.03% | 449 |
|
|
2018
Q3 | $10.5M | Sell |
249,938
-6,195
| -2% | -$256K | 0.05% | 333 |
|
|
2018
Q2 | $10.7M | Sell |
256,133
-6,289
| -2% | -$257K | 0.06% | 298 |
|
|
2018
Q1 | $9.7M | Buy |
262,422
+3,160
| +1% | +$123K | 0.05% | 301 |
|
|
2017
Q4 | $10.3M | Buy |
259,262
+7,892
| +3% | +$297K | 0.06% | 290 |
|
|
2017
Q3 | $9.41M | Sell |
251,370
-200,106
| -44% | -$7.12M | 0.06% | 287 |
|
|
2017
Q2 | $16M | Buy |
451,476
+51,329
| +13% | +$1.89M | 0.1% | 190 |
|
|
2017
Q1 | $15.4M | Buy |
400,147
+13,900
| +4% | +$553K | 0.1% | 193 |
|
|
2016
Q4 | $16M | Buy |
386,247
+10,110
| +3% | +$403K | 0.12% | 174 |
|
|
2016
Q3 | $14.7M | Buy |
376,137
+154,447
| +70% | +$5.89M | 0.12% | 180 |
|
|
2016
Q2 | $8.5M | Sell |
221,690
-1,342
| -0.6% | -$49.7K | 0.07% | 247 |
|
|
2016
Q1 | $7.76M | Buy |
223,032
+82,825
| +59% | +$2.7M | 0.07% | 260 |
|
|
2015
Q4 | $4.75M | Buy |
140,207
+19,699
| +16% | +$728K | 0.05% | 348 |
|
|
2015
Q3 | $4.14M | Sell |
120,508
-8,332
| -6% | -$315K | 0.04% | 348 |
|
|
2015
Q2 | $5.46M | Sell |
128,840
-4,969
| -4% | -$223K | 0.05% | 306 |
|
|
2015
Q1 | $5.83M | Buy |
133,809
+50,565
| +61% | +$2.22M | 0.06% | 274 |
|
|
2014
Q4 | $3.73M | Sell |
83,244
-18,257
| -18% | -$861K | 0.04% | 381 |
|
|
2014
Q3 | $5.23M | Buy |
101,501
+16,401
| +19% | +$903K | 0.06% | 268 |
|
|
2014
Q2 | $4.83M | Buy |
85,100
+18,621
| +28% | +$1M | 0.06% | 290 |
|
|
2014
Q1 | $3.39M | Sell |
66,479
-3,246
| -5% | -$160K | 0.05% | 343 |
|
|
2013
Q4 | $3.52M | Sell |
69,725
-2,095
| -3% | -$103K | 0.05% | 315 |
|
|
2013
Q3 | $3.38M | Sell |
71,820
-18,003
| -20% | -$843K | 0.05% | 315 |
|
|
2013
Q2 | $4M | Buy |
+89,823
| New | +$4.06M | 0.07% | 257 |
|
Other funds holding IYE
PCH
TSW
Commonwealth Equity Services's IYE Position: Q2 2026 in Review
Commonwealth Equity Services reduced its iShares US Energy ETF (IYE) stake by 6.5% in Q2 2026, selling an estimated $406K and leaving 96,022 shares worth $5.43M. The position accounts for 0.01% of the portfolio, ranked #1332.
Commonwealth Equity Services first reported a position in IYE in Q2 2013 and has held it in 53 quarters since. The position peaked at $21M in Q2 2021. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.
- Commonwealth Equity Services held 96,022 shares of iShares US Energy ETF worth $5.43M as of Q2 2026.
- Commonwealth Equity Services sold 6,698 iShares US Energy ETF shares in Q2 2026, an estimated $406K.
- iShares US Energy ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1332 holding.
- Commonwealth Equity Services first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 53 quarters since.
- Commonwealth Equity Services's iShares US Energy ETF position peaked at $21M in Q2 2021.
- 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.