Curi RMB Capital’s iShares US Energy ETF IYE Stock Holding History

Curi RMB Capital’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	$461K	Hold	8,146	–	–	0.01%	634
2026 Q1	$528K	Hold	8,146	–	–	0.01%	587
2025 Q4	$387K	Hold	8,146	–	–	0.01%	689
2025 Q3	$387K	Hold	8,146	–	–	0.01%	559
2025 Q2	$368K	Buy	+8,146	New	+$360K	0.01%	557
2020 Q1	–	Sell	-135,707	Closed	-$4.36M	–	713
2019 Q4	$4.36M	Buy	+135,707	New	+$4.29M	0.12%	182

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

Curi RMB Capital's IYE Position: Q2 2026 in Review

Curi RMB Capital held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 8,146 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #634.

Curi RMB Capital first reported a position in IYE in Q4 2019 and has held it in 6 quarters since. The position peaked at $4.36M in Q4 2019. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Curi RMB Capital held 8,146 shares of iShares US Energy ETF worth $461K as of Q2 2026.
Curi RMB Capital left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #634 holding.
Curi RMB Capital first reported a position in iShares US Energy ETF in Q4 2019 and has held it in 6 quarters since.
Curi RMB Capital's iShares US Energy ETF position peaked at $4.36M in Q4 2019.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.