First Citizens Bank & Trust’s iShares US Energy ETF IYE Stock Holding History

First Citizens Bank & Trust’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	$283K	Hold	5,000	–	–	﹤0.01%	572
2026 Q1	$324K	Hold	5,000	–	–	0.01%	533
2025 Q4	$238K	Sell	5,000 -800	-14%	-$37.9K	0.01%	593
2025 Q3	$276K	Buy	5,800 +800	+16%	+$37.2K	0.01%	551
2025 Q2	$226K	Hold	5,000	–	–	﹤0.01%	585
2025 Q1	$247K	Hold	5,000	–	–	0.01%	434
2024 Q4	$228K	Hold	5,000	–	–	﹤0.01%	431
2024 Q3	$232K	Hold	5,000	–	–	0.01%	419
2024 Q2	$240K	Hold	5,000	–	–	﹤0.01%	399
2024 Q1	$247K	Hold	5,000	–	–	﹤0.01%	395
2023 Q4	$221K	Hold	5,000	–	–	﹤0.01%	334
2023 Q3	$237K	Hold	5,000	–	–	﹤0.01%	309
2023 Q2	$214K	Hold	5,000	–	–	﹤0.01%	334
2023 Q1	$219K	Hold	5,000	–	–	﹤0.01%	310
2022 Q4	$232K	Buy	+5,000	New	+$234K	0.01%	291

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

First Citizens Bank & Trust's IYE Position: Q2 2026 in Review

First Citizens Bank & Trust held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 5,000 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

First Citizens Bank & Trust first reported a position in IYE in Q4 2022 and has held it in 15 quarters since. The position peaked at $324K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

First Citizens Bank & Trust held 5,000 shares of iShares US Energy ETF worth $283K as of Q2 2026.
First Citizens Bank & Trust left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #572 holding.
First Citizens Bank & Trust first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 15 quarters since.
First Citizens Bank & Trust's iShares US Energy ETF position peaked at $324K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.