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 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

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

CX Institutional's IYE Position: Q2 2026 in Review

CX Institutional increased its iShares US Energy ETF (IYE) stake by 0.42% in Q2 2026, buying an estimated $61 and bringing the position to 237 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

CX Institutional first reported a position in IYE in Q3 2022 and has held it in 6 quarters since. The position peaked at $426K in Q3 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

CX Institutional held 237 shares of iShares US Energy ETF worth $13K as of Q2 2026.
CX Institutional bought 1 iShares US Energy ETF share in Q2 2026, an estimated $61.
iShares US Energy ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1255 holding.
CX Institutional first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 6 quarters since.
CX Institutional's iShares US Energy ETF position peaked at $426K in Q3 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.