Cora Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Cora Capital 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 Q1	–	Sell	-5,500	Closed	-$261K	–	143
2025 Q4	$261K	Hold	5,500	–	–	0.1%	98
2025 Q3	$261K	Hold	5,500	–	–	0.11%	93
2025 Q2	$249K	Hold	5,500	–	–	0.11%	93
2025 Q1	$271K	Hold	5,500	–	–	0.13%	82
2024 Q4	$251K	Hold	5,500	–	–	0.12%	86
2024 Q3	$255K	Hold	5,500	–	–	0.13%	83
2024 Q2	$264K	Hold	5,500	–	–	0.14%	77
2024 Q1	$272K	Hold	5,500	–	–	0.15%	77
2023 Q4	$243K	Hold	5,500	–	–	0.14%	80
2023 Q3	$261K	Hold	5,500	–	–	0.18%	76
2023 Q2	$236K	Hold	5,500	–	–	0.16%	83
2023 Q1	$241K	Hold	5,500	–	–	0.18%	74
2022 Q4	$256K	Buy	+5,500	New	+$257K	0.18%	64

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Cora Capital Advisors's IYE Position: Q1 2026 in Review

Cora Capital Advisors sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 5,500 shares — an estimated $261K sold.

Cora Capital Advisors first reported a position in IYE in Q4 2022 and held it in 13 quarters. The position peaked at $272K in Q1 2024. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Cora Capital Advisors reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
Cora Capital Advisors sold 5,500 iShares US Energy ETF shares in Q1 2026, an estimated $261K.
Cora Capital Advisors first reported a position in iShares US Energy ETF in Q4 2022 and held it in 13 quarters.
Cora Capital Advisors's iShares US Energy ETF position peaked at $272K in Q1 2024.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.