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Grimes & Company’s iShares US Energy ETF IYE Stock Holding History

Grimes & Company’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 		$543K Sell
9,590
-2
-0% -$121 0.01% 305
2026
Q1 		$621K Sell
9,592
-75
-0.8% -$4.25K 0.02% 283
2025
Q4 		$459K Buy
9,667
+38
+0.4% +$1.8K 0.01% 320
2025
Q3 		$458K Sell
9,629
-260
-3% -$12.1K 0.01% 319
2025
Q2 		$447K Sell
9,889
-10,205
-51% -$451K 0.01% 281
2025
Q1 		$991K Sell
20,094
-7
-0% -$334 0.03% 189
2024
Q4 		$916K Buy
20,101
+108
+0.5% +$5.18K 0.03% 205
2024
Q3 		$926K Buy
19,993
+68
+0.3% +$3.2K 0.03% 186
2024
Q2 		$956K Buy
19,925
+95
+0.5% +$4.64K 0.03% 178
2024
Q1 		$980K Buy
19,830
+89
+0.5% +$4K 0.03% 179
2023
Q4 		$871K Sell
19,741
-253
-1% -$11.4K 0.03% 180
2023
Q3 		$948K Hold
19,994
– – 0.04% 162
2023
Q2 		$857K Buy
19,994
+3
+0% +$129 0.03% 170
2023
Q1 		$875K Buy
19,991
+6
+0% +$272 0.04% 164
2022
Q4 		$929K Buy
19,985
+12
+0.1% +$561 0.04% 162
2022
Q3 		$785K Sell
19,973
-57
-0.3% -$2.34K 0.04% 156
2022
Q2 		$764K Sell
20,030
-1,222
-6% -$51.9K 0.04% 161
2022
Q1 		$870K Sell
21,252
-6,798
-24% -$251K 0.05% 165
2021
Q4 		$844K Sell
28,050
-264
-0.9% -$8.13K 0.04% 174
2021
Q3 		$800K Hold
28,314
– – 0.03% 170
2021
Q2 		$824K Sell
28,314
-931
-3% -$25.9K 0.04% 163
2021
Q1 		$767K Buy
29,245
+210
+0.7% +$5.17K 0.04% 161
2020
Q4 		$588K Buy
+29,035
New +$533K 0.03% 178
2017
Q4 		– Sell
-13,232
Closed -$495K – 220
2017
Q3 		$495K Buy
+13,232
New +$471K 0.05% 136
2017
Q1 		– Sell
-208,988
Closed -$8.68M – 208
2016
Q4 		$8.68M Buy
+208,988
New +$8.33M 1.01% 21
2016
Q3 		– Sell
-106,883
Closed -$4.1M – 210
2016
Q2 		$4.1M Buy
+106,883
New +$3.96M 0.55% 58

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

Grimes & Company's IYE Position: Q2 2026 in Review

Grimes & Company reduced its iShares US Energy ETF (IYE) stake by 0.02% in Q2 2026, selling an estimated $121 and leaving 9,590 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #305.

Grimes & Company first reported a position in IYE in Q2 2016 and has held it in 26 quarters since. The position peaked at $8.68M in Q4 2016. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Grimes & Company held 9,590 shares of iShares US Energy ETF worth $543K as of Q2 2026.
  • Grimes & Company sold 2 iShares US Energy ETF shares in Q2 2026, an estimated $121.
  • iShares US Energy ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #305 holding.
  • Grimes & Company first reported a position in iShares US Energy ETF in Q2 2016 and has held it in 26 quarters since.
  • Grimes & Company's iShares US Energy ETF position peaked at $8.68M in Q4 2016.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.