Empirical Asset Management’s iShares US Energy ETF IYE Stock Holding History

Empirical Asset 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	$580K	Buy	10,250 +5	+0%	+$303	0.13%	210
2026 Q1	$664K	Buy	10,245 +517	+5%	+$29.3K	0.17%	161
2025 Q4	$462K	Sell	9,728 -242	-2%	-$11.5K	0.13%	209
2025 Q3	$474K	Sell	9,970 -100	-1%	-$4.66K	0.13%	234
2025 Q2	$455K	Sell	10,070 -360	-3%	-$15.9K	0.14%	214
2025 Q1	$514K	Buy	10,430 +153	+1%	+$7.29K	0.18%	176
2024 Q4	$468K	Sell	10,277 -951	-8%	-$45.6K	0.16%	172
2024 Q3	$520K	Hold	11,228	–	–	0.19%	164
2024 Q2	$539K	Buy	11,228 +911	+9%	+$44.5K	0.2%	144
2024 Q1	$510K	Buy	+10,317	New	+$464K	0.25%	106
2023 Q1	–	Sell	-10,236	Closed	-$476	–	175
2022 Q4	$476	Buy	+10,236	New	+$478K	﹤0.01%	161

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

Empirical Asset Management's IYE Position: Q2 2026 in Review

Empirical Asset Management increased its iShares US Energy ETF (IYE) stake by 0.05% in Q2 2026, buying an estimated $303 and bringing the position to 10,250 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #210.

Empirical Asset Management first reported a position in IYE in Q4 2022 and has held it in 11 quarters since. The position peaked at $664K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Empirical Asset Management held 10,250 shares of iShares US Energy ETF worth $580K as of Q2 2026.
Empirical Asset Management bought 5 iShares US Energy ETF shares in Q2 2026, an estimated $303.
iShares US Energy ETF made up 0.13% of Empirical Asset Management's portfolio in Q2 2026, its #210 holding.
Empirical Asset Management first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 11 quarters since.
Empirical Asset Management's iShares US Energy ETF position peaked at $664K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.