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HRT Financial’s iShares US Energy ETF IYE Stock Holding History

HRT Financial’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 		$645K Buy
+11,408
New +$692K ﹤0.01% 2462
2025
Q4 		– Sell
-9,543
Closed -$453K – 3590
2025
Q3 		$453K Buy
+9,543
New +$444K ﹤0.01% 1946
2024
Q3 		– Sell
-61,525
Closed -$2.95M – 2780
2024
Q2 		$2.95M Buy
+61,525
New +$3M 0.02% 581
2024
Q1 		– Sell
-9,010
Closed -$397K – 2682
2023
Q4 		$397K Buy
+9,010
New +$405K ﹤0.01% 1483
2023
Q3 		– Sell
-51,093
Closed -$2.19M – 2740
2023
Q2 		$2.19M Buy
51,093
+17,844
+54% +$765K 0.02% 574
2023
Q1 		$1.45M Buy
+33,249
New +$1.5M 0.02% 760
2022
Q4 		– Sell
-29,496
Closed -$1.16M – 2798
2022
Q3 		$1.16M Buy
29,496
+7,988
+37% +$328K 0.01% 827
2022
Q2 		$819K Sell
21,508
-47,723
-69% -$2.03M 0.01% 1079
2022
Q1 		$2.83M Buy
+69,231
New +$2.55M 0.02% 475
2021
Q4 		– Sell
-137,820
Closed -$3.89M – 3617
2021
Q3 		$3.89M Buy
+137,820
New +$3.7M 0.02% 404
2021
Q1 		– Sell
-85,152
Closed -$1.72M – 2903
2020
Q4 		$1.72M Buy
85,152
+37,171
+77% +$682K 0.03% 368
2020
Q3 		$765K Sell
47,981
-18,083
-27% -$342K 0.02% 694
2020
Q2 		$1.32M Buy
+66,064
New +$1.29M 0.04% 454
2020
Q1 		– Sell
-33,823
Closed -$1.09M – 1050
2019
Q4 		$1.09M Buy
33,823
+19,764
+141% +$624K 0.05% 315
2019
Q3 		$446K Buy
+14,059
New +$457K 0.02% 734
2016
Q2 		– Sell
-24,347
Closed -$846K – 127
2016
Q1 		$846K Buy
+24,347
New +$794K 0.88% 19
2015
Q3 		– Sell
-38,195
Closed -$1.62M – 140
2015
Q2 		$1.62M Buy
+38,195
New +$1.71M 0.76% 25
2015
Q1 		– Sell
-26,673
Closed -$1.2M – 79
2014
Q4 		$1.2M Buy
+26,673
New +$1.26M 1.68% 8

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

HRT Financial's IYE Position: Q2 2026 in Review

HRT Financial opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 11,408 shares worth $645K. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: HRT Financial previously reported a position in IYE as recently as Q3 2025.

HRT Financial first reported a position in IYE in Q4 2014 and has held it in 18 quarters since. The position peaked at $3.89M in Q3 2021. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • HRT Financial held 11,408 shares of iShares US Energy ETF worth $645K as of Q2 2026.
  • iShares US Energy ETF was a new HRT Financial position in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2462 holding.
  • HRT Financial first reported a position in iShares US Energy ETF in Q4 2014 and has held it in 18 quarters since.
  • HRT Financial's iShares US Energy ETF position peaked at $3.89M in Q3 2021.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.