EP Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

EP Wealth Advisors’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	$326K	Buy	5,765 +583	+11%	+$35.3K	﹤0.01%	1239
2026 Q1	$336K	Sell	5,182 -96	-2%	-$5.44K	﹤0.01%	1095
2025 Q4	$251K	Buy	+5,278	New	+$250K	﹤0.01%	1241
2025 Q2	$183K	Buy	4,045 +680	+20%	+$30.1K	﹤0.01%	1278
2025 Q1	$166K	Sell	3,365 -494	-13%	-$23.5K	﹤0.01%	1171
2024 Q4	$176K	Buy	3,859 +494	+15%	+$23.7K	﹤0.01%	1111
2024 Q3	$156K	Buy	3,365 +763	+29%	+$35.9K	﹤0.01%	1095
2024 Q2	$125K	Sell	2,602 -163	-6%	-$7.96K	﹤0.01%	809
2024 Q1	$137K	Buy	+2,765	New	+$124K	﹤0.01%	774
2019 Q1	–	Sell	-11,810	Closed	-$368K	–	259
2018 Q4	$368K	Buy	+11,810	New	+$434K	0.03%	194
2015 Q4	–	Sell	-43,910	Closed	-$1.51M	–	149
2015 Q3	$1.51M	Buy	+43,910	New	+$1.66M	0.29%	47
2015 Q1	–	Sell	-5,290	Closed	-$237K	–	137
2014 Q4	$237K	Buy	+5,290	New	+$249K	0.04%	122

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

EP Wealth Advisors's IYE Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares US Energy ETF (IYE) stake by 11% in Q2 2026, buying an estimated $35.3K and bringing the position to 5,765 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

EP Wealth Advisors first reported a position in IYE in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.51M in Q3 2015. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

EP Wealth Advisors held 5,765 shares of iShares US Energy ETF worth $326K as of Q2 2026.
EP Wealth Advisors bought 583 iShares US Energy ETF shares in Q2 2026, an estimated $35.3K.
iShares US Energy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1239 holding.
EP Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2014 and has held it in 12 quarters since.
EP Wealth Advisors's iShares US Energy ETF position peaked at $1.51M in Q3 2015.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.