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Glenview Trust’s iShares US Energy ETF IYE Stock Holding History

Glenview 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
2025
Q2 		– Sell
-5,099
Closed -$251K – 511
2025
Q1 		$251K Sell
5,099
-37,024
-88% -$1.76M ﹤0.01% 437
2024
Q4 		$1.92M Buy
42,123
+27,057
+180% +$1.3M 0.04% 212
2024
Q3 		$698K Sell
15,066
-367
-2% -$17.3K 0.01% 312
2024
Q2 		$741K Sell
15,433
-3,227
-17% -$158K 0.01% 284
2024
Q1 		$922K Sell
18,660
-4,207
-18% -$189K 0.02% 264
2023
Q4 		$1.01M Buy
+22,867
New +$1.03M 0.02% 247
2020
Q3 		– Sell
-57,179
Closed -$1.14M – 337
2020
Q2 		$1.14M Buy
57,179
+42,907
+301% +$841K 0.07% 165
2020
Q1 		$219K Buy
+14,272
New +$360K 0.02% 295
2019
Q1 		– Sell
-8,159
Closed -$254K – 323
2018
Q4 		$254K Buy
8,159
+1,251
+18% +$46K 0.02% 287
2018
Q3 		$290K Hold
6,908
– – 0.02% 289
2018
Q2 		$290K Sell
6,908
-100
-1% -$4.09K 0.02% 266
2018
Q1 		$259K Sell
7,008
-1,670
-19% -$64.7K 0.02% 300
2017
Q4 		$344K Sell
8,678
-2,709
-24% -$102K 0.02% 273
2017
Q3 		$426K Sell
11,387
-2,140
-16% -$76.1K 0.03% 248
2017
Q2 		$480K Sell
13,527
-1,922
-12% -$70.9K 0.04% 225
2017
Q1 		$596K Sell
15,449
-66
-0.4% -$2.63K 0.05% 203
2016
Q4 		$644K Buy
+15,515
New +$619K 0.05% 196
2015
Q4 		$1.86M Buy
+54,854
New +$2.03M 0.19% 107
2014
Q4 		$1.01M Buy
+22,657
New +$1.07M 0.11% 112

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Glenview Trust's IYE Position: Q2 2025 in Review

Glenview Trust sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 5,099 shares — an estimated $251K sold.

Glenview Trust first reported a position in IYE in Q4 2014 and held it in 19 quarters. The position peaked at $1.92M in Q4 2024. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Glenview Trust reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Glenview Trust sold 5,099 iShares US Energy ETF shares in Q2 2025, an estimated $251K.
  • Glenview Trust first reported a position in iShares US Energy ETF in Q4 2014 and held it in 19 quarters.
  • Glenview Trust's iShares US Energy ETF position peaked at $1.92M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Glenview Trust's 13F filing for Q2 2025, filed 14 Aug 2025.