CX Institutional’s iShares US Energy ETF IYE Stock Holding History

CX Institutional’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 Q3	$15K	Buy	239 +2	+0.8%	+$128	﹤0.01%	1281
2026 Q2	$13K	Buy	237 +1	+0.4%	+$61	﹤0.01%	1255
2026 Q1	$15K	Sell	236 -751	-76%	-$42.6K	﹤0.01%	1198
2025 Q4	$47K	Buy	987 +796	+417%	+$37.7K	﹤0.01%	980
2025 Q3	$9K	Buy	+191	New	+$8.89K	﹤0.01%	1207
2025 Q2	–	Sell	-547	Closed	-$27K	–	1230
2025 Q1	$27K	Buy	+547	New	+$26.1K	﹤0.01%	920
2022 Q4	–	Sell	-10,839	Closed	-$426K	–	536
2022 Q3	$426K	Buy	+10,839	New	+$445K	0.03%	354

Other funds holding IYE

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CX Institutional's IYE Position: Q3 2026 in Review

CX Institutional increased its iShares US Energy ETF (IYE) stake by 0.84% in Q3 2026, buying an estimated $128 and bringing the position to 239 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

CX Institutional first reported a position in IYE in Q3 2022 and has held it in 7 quarters since. The position peaked at $426K in Q3 2022. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

CX Institutional held 239 shares of iShares US Energy ETF worth $15K as of Q3 2026.
CX Institutional bought 2 iShares US Energy ETF shares in Q3 2026, an estimated $128.
iShares US Energy ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1281 holding.
CX Institutional first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 7 quarters since.
CX Institutional's iShares US Energy ETF position peaked at $426K in Q3 2022.
17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.