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IFC & Insurance Marketing’s iShares US Energy ETF IYE Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-38
Closed -$2K – 378
2025
Q4 		$2K Buy
+38
New +$1.8K ﹤0.01% 648

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

IFC & Insurance Marketing's IYE Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 38 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in IYE in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 38 iShares US Energy ETF shares in Q1 2026, an estimated $2K.
  • IFC & Insurance Marketing first reported a position in iShares US Energy ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares US Energy ETF position peaked at $2K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.