Highland Investment Advisors LLC’s iShares US Energy ETF IYE Stock Holding History

Highland Investment Advisors LLC’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	$81.1K	Buy	+1,433	New	+$86.9K	0.04%	137

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return

Highland Investment Advisors LLC's IYE Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 1,433 shares worth $81.1K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings.

269 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Highland Investment Advisors LLC held 1,433 shares of iShares US Energy ETF worth $81.1K as of Q2 2026.
iShares US Energy ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares US Energy ETF made up 0.04% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #137 holding.
269 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.