Concurrent Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Concurrent Investment 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	–	Sell	-5,068	Closed	-$328K	–	2153
2026 Q1	$328K	Buy	5,068 +34	+0.7%	+$1.93K	﹤0.01%	1437
2025 Q4	$239K	Buy	5,034 +82	+2%	+$3.88K	﹤0.01%	1532
2025 Q3	$235K	Sell	4,952 -328	-6%	-$15.3K	﹤0.01%	1271
2025 Q2	$239K	Buy	5,280 +854	+19%	+$37.7K	﹤0.01%	1176
2025 Q1	$218K	Buy	+4,426	New	+$211K	0.01%	1085

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

Concurrent Investment Advisors's IYE Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 5,068 shares — an estimated $328K sold.

Concurrent Investment Advisors first reported a position in IYE in Q1 2025 and held it in 5 quarters. The position peaked at $328K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Concurrent Investment Advisors reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 5,068 iShares US Energy ETF shares in Q2 2026, an estimated $328K.
Concurrent Investment Advisors first reported a position in iShares US Energy ETF in Q1 2025 and held it in 5 quarters.
Concurrent Investment Advisors's iShares US Energy ETF position peaked at $328K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.