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Global Financial Private Client’s iShares US Energy ETF IYE Stock Holding History

Global Financial Private Client’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 		$281K Hold
4,968
– – 0.08% 217
2026
Q1 		$322K Hold
4,968
– – 0.11% 195
2025
Q4 		$236K Hold
4,968
– – 0.08% 205
2025
Q3 		$236K Hold
4,968
– – 0.08% 211
2025
Q2 		$225K Sell
4,968
-20
-0.4% -$884 0.08% 205
2025
Q1 		$246K Sell
4,988
-11
-0.2% -$524 0.09% 182
2024
Q4 		$228K Sell
4,999
-26
-0.5% -$1.25K 0.09% 190
2024
Q3 		$233K Hold
5,025
– – 0.09% 189
2024
Q2 		$241K Hold
5,025
– – 0.1% 173
2024
Q1 		$250K Sell
5,025
-54
-1% -$2.43K 0.11% 168
2023
Q4 		$224K Hold
5,079
– – 0.1% 168
2023
Q3 		$236K Hold
5,079
– – 0.12% 156
2023
Q2 		$218K Sell
5,079
-156
-3% -$6.68K 0.11% 163
2023
Q1 		$239K Sell
5,235
-143
-3% -$6.47K 0.12% 144
2022
Q4 		$250K Hold
5,378
– – 0.14% 122
2022
Q3 		$223K Sell
5,378
-6,575
-55% -$270K 0.13% 134
2022
Q2 		$462K Buy
11,953
+34
+0.3% +$1.44K 0.26% 87
2022
Q1 		$492K Sell
11,919
-186
-2% -$6.85K 0.24% 90
2021
Q4 		$364K Sell
12,105
-263
-2% -$8.1K 0.18% 110
2021
Q3 		$360K Buy
12,368
+4,966
+67% +$133K 0.19% 109
2021
Q2 		$219K Buy
7,402
+3,581
+94% +$99.7K 0.12% 131
2021
Q1 		$103K Buy
+3,821
New +$94K 0.07% 147
2020
Q3 		– Sell
-300
Closed -$5.86K – 494
2020
Q2 		$5.86K Sell
300
-246
-45% -$4.82K 0.01% 380
2020
Q1 		$7.96K Hold
546
– – 0.01% 368
2019
Q4 		$17.5K Buy
+546
New +$17.2K 0.01% 340

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Global Financial Private Client's IYE Position: Q2 2026 in Review

Global Financial Private Client held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 4,968 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #217.

Global Financial Private Client first reported a position in IYE in Q4 2019 and has held it in 25 quarters since. The position peaked at $492K in Q1 2022. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Global Financial Private Client held 4,968 shares of iShares US Energy ETF worth $281K as of Q2 2026.
  • Global Financial Private Client left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.08% of Global Financial Private Client's portfolio in Q2 2026, its #217 holding.
  • Global Financial Private Client first reported a position in iShares US Energy ETF in Q4 2019 and has held it in 25 quarters since.
  • Global Financial Private Client's iShares US Energy ETF position peaked at $492K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.