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Custom Index Systems’s iShares US Energy ETF IYE Stock Holding History

Custom Index Systems’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 		$118K Buy
+2,080
New +$126K 0.04% 297
2024
Q3 		– Sell
-8,337
Closed -$400K – 265
2024
Q2 		$400K Buy
+8,337
New +$407K 0.23% 128

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Custom Index Systems's IYE Position: Q2 2026 in Review

Custom Index Systems opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 2,080 shares worth $118K. The stake represents 0.04% of the portfolio and ranks #297 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in IYE as recently as Q2 2024.

Custom Index Systems first reported a position in IYE in Q2 2024 and has held it in 2 quarters since. The position peaked at $400K in Q2 2024. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Custom Index Systems held 2,080 shares of iShares US Energy ETF worth $118K as of Q2 2026.
  • iShares US Energy ETF was a new Custom Index Systems position in Q2 2026.
  • iShares US Energy ETF made up 0.04% of Custom Index Systems's portfolio in Q2 2026, its #297 holding.
  • Custom Index Systems first reported a position in iShares US Energy ETF in Q2 2024 and has held it in 2 quarters since.
  • Custom Index Systems's iShares US Energy ETF position peaked at $400K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.