Gladstone Institutional Advisory’s iShares US Energy ETF IYE Stock Holding History

Gladstone Institutional Advisory’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	$258K	Buy	4,565 +182	+4%	+$11K	0.01%	786
2026 Q1	$284K	Sell	4,383 -2,624	-37%	-$149K	0.01%	685
2025 Q4	$333K	Buy	7,007 +1,559	+29%	+$73.8K	0.01%	607
2025 Q3	$259K	Buy	+5,448	New	+$254K	0.01%	691
2025 Q2	–	Sell	-4,319	Closed	-$213K	–	772
2025 Q1	$213K	Buy	+4,319	New	+$206K	0.01%	677

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

Gladstone Institutional Advisory's IYE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares US Energy ETF (IYE) stake by 4.2% in Q2 2026, buying an estimated $11K and bringing the position to 4,565 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #786.

Gladstone Institutional Advisory first reported a position in IYE in Q1 2025 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Gladstone Institutional Advisory held 4,565 shares of iShares US Energy ETF worth $258K as of Q2 2026.
Gladstone Institutional Advisory bought 182 iShares US Energy ETF shares in Q2 2026, an estimated $11K.
iShares US Energy ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #786 holding.
Gladstone Institutional Advisory first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 5 quarters since.
Gladstone Institutional Advisory's iShares US Energy ETF position peaked at $333K in Q4 2025.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.