Crestwood Advisors Group’s iShares US Energy ETF IYE Stock Holding History

Crestwood Advisors Group’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	$1.43M	Sell	25,281 -4,061	-14%	-$246K	0.02%	273
2026 Q1	$1.9M	Sell	29,342 -96	-0.3%	-$5.44K	0.03%	233
2025 Q4	$1.4M	Sell	29,438 -6,236	-17%	-$295K	0.02%	246
2025 Q3	$1.7M	Sell	35,674 -142,927	-80%	-$6.65M	0.03%	230
2025 Q2	$8.08M	Sell	178,601 -41,922	-19%	-$1.85M	0.14%	116
2025 Q1	$10.9M	Sell	220,523 -5,233	-2%	-$249K	0.21%	91
2024 Q4	$10.3M	Sell	225,756 -8,881	-4%	-$426K	0.19%	95
2024 Q3	$10.9M	Sell	234,637 -7,589	-3%	-$357K	0.21%	88
2024 Q2	$11.6M	Sell	242,226 -2,573	-1%	-$126K	0.24%	78
2024 Q1	$12.1M	Sell	244,799 -7,878	-3%	-$354K	0.26%	77
2023 Q4	$11.1M	Buy	+252,677	New	+$11.4M	0.26%	78

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

Crestwood Advisors Group's IYE Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares US Energy ETF (IYE) stake by 14% in Q2 2026, selling an estimated $246K and leaving 25,281 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #273.

Crestwood Advisors Group first reported a position in IYE in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q1 2024. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Crestwood Advisors Group held 25,281 shares of iShares US Energy ETF worth $1.43M as of Q2 2026.
Crestwood Advisors Group sold 4,061 iShares US Energy ETF shares in Q2 2026, an estimated $246K.
iShares US Energy ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #273 holding.
Crestwood Advisors Group first reported a position in iShares US Energy ETF in Q4 2023 and has held it in 11 quarters since.
Crestwood Advisors Group's iShares US Energy ETF position peaked at $12.1M in Q1 2024.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.