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Dakota Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Dakota Wealth Management’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 		$405K Hold
7,148
– – 0.01% 610
2026
Q1 		$463K Buy
+7,148
New +$405K 0.01% 562
2024
Q3 		– Sell
-5,410
Closed -$260K – 748
2024
Q2 		$260K Hold
5,410
– – 0.01% 608
2024
Q1 		$267K Buy
+5,410
New +$243K 0.01% 608

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

Dakota Wealth Management's IYE Position: Q2 2026 in Review

Dakota Wealth Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 7,148 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #610.

Dakota Wealth Management first reported a position in IYE in Q1 2024 and has held it in 4 quarters since. The position peaked at $463K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Dakota Wealth Management held 7,148 shares of iShares US Energy ETF worth $405K as of Q2 2026.
  • Dakota Wealth Management left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Dakota Wealth Management first reported a position in iShares US Energy ETF in Q1 2024 and has held it in 4 quarters since.
  • Dakota Wealth Management's iShares US Energy ETF position peaked at $463K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.