EH
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Equitable Holdings’s iShares US Energy ETF IYE Stock Holding History

Equitable Holdings’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 		$597K Sell
10,550
-605
-5% -$36.7K ﹤0.01% 1226
2026
Q1 		$532K Buy
11,155
+1,261
+13% +$71.5K ﹤0.01% 1229
2025
Q4 		$470K Buy
9,894
+669
+7% +$31.7K ﹤0.01% 1137
2025
Q3 		$438K Sell
9,225
-64
-0.7% -$2.98K ﹤0.01% 1128
2025
Q2 		$420K Sell
9,289
-2,238
-19% -$98.9K ﹤0.01% 1064
2025
Q1 		$568K Sell
11,527
-2,597
-18% -$124K 0.01% 879
2024
Q4 		$644K Sell
14,124
-2,979
-17% -$143K 0.01% 807
2024
Q3 		$793K Buy
17,103
+1,165
+7% +$54.9K 0.01% 741
2024
Q2 		$765K Buy
15,938
+686
+4% +$33.5K 0.01% 711
2024
Q1 		$753K Buy
15,252
+520
+4% +$23.4K 0.01% 687
2023
Q4 		$650K Sell
14,732
-423
-3% -$19K 0.01% 692
2023
Q3 		$719K Buy
15,155
+950
+7% +$43.8K 0.01% 623
2023
Q2 		$609K Sell
14,205
-730
-5% -$31.3K 0.01% 644
2023
Q1 		$653K Sell
14,935
-4,846
-24% -$219K 0.01% 577
2022
Q4 		$920K Buy
19,781
+952
+5% +$44.5K 0.02% 462
2022
Q3 		$740K Buy
18,829
+584
+3% +$24K 0.01% 465
2022
Q2 		$695K Buy
18,245
+4,996
+38% +$212K 0.01% 486
2022
Q1 		$542K Sell
13,249
-58,170
-81% -$2.14M 0.01% 554
2021
Q4 		$2.15M Sell
71,419
-14,620
-17% -$450K 0.03% 268
2021
Q3 		$2.43M Buy
86,039
+11,229
+15% +$302K 0.04% 240
2021
Q2 		$2.18M Sell
74,810
-23,439
-24% -$653K 0.04% 251
2021
Q1 		$2.58M Buy
98,249
+60,596
+161% +$1.49M 0.05% 206
2020
Q4 		$762K Buy
37,653
+7,361
+24% +$135K 0.02% 369
2020
Q3 		$483K Buy
30,292
+2,250
+8% +$42.5K 0.01% 429
2020
Q2 		$561K Sell
28,042
-9,957
-26% -$195K 0.02% 384
2020
Q1 		$581K Sell
37,999
-9,132
-19% -$230K 0.02% 341
2019
Q4 		$1.51M Buy
+47,131
New +$1.49M 0.04% 234

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

Equitable Holdings's IYE Position: Q2 2026 in Review

Equitable Holdings reduced its iShares US Energy ETF (IYE) stake by 5.4% in Q2 2026, selling an estimated $36.7K and leaving 10,550 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Equitable Holdings first reported a position in IYE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.58M in Q1 2021. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Equitable Holdings held 10,550 shares of iShares US Energy ETF worth $597K as of Q2 2026.
  • Equitable Holdings sold 605 iShares US Energy ETF shares in Q2 2026, an estimated $36.7K.
  • iShares US Energy ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1226 holding.
  • Equitable Holdings first reported a position in iShares US Energy ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares US Energy ETF position peaked at $2.58M in Q1 2021.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.