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Independence Bank of Kentucky’s iShares US Energy ETF IYE Stock Holding History

Independence Bank of Kentucky’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 		$12.9K Sell
228
-65
-22% -$3.94K ﹤0.01% 487
2026
Q1 		$19K Sell
293
-60
-17% -$3.4K ﹤0.01% 485
2025
Q4 		$16.8K Hold
353
– – ﹤0.01% 502
2025
Q3 		$16.8K Hold
353
– – ﹤0.01% 501
2025
Q2 		$16K Hold
353
– – ﹤0.01% 497
2025
Q1 		$17.4K Hold
353
– – ﹤0.01% 477
2024
Q4 		$16.1K Hold
353
– – ﹤0.01% 484
2024
Q3 		$16.4K Buy
+353
New +$16.6K ﹤0.01% 450

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Independence Bank of Kentucky's IYE Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares US Energy ETF (IYE) stake by 22% in Q2 2026, selling an estimated $3.94K and leaving 228 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Independence Bank of Kentucky first reported a position in IYE in Q3 2024 and has held it in 8 quarters since. The position peaked at $19K in Q1 2026. 148 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Independence Bank of Kentucky held 228 shares of iShares US Energy ETF worth $12.9K as of Q2 2026.
  • Independence Bank of Kentucky sold 65 iShares US Energy ETF shares in Q2 2026, an estimated $3.94K.
  • iShares US Energy ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #487 holding.
  • Independence Bank of Kentucky first reported a position in iShares US Energy ETF in Q3 2024 and has held it in 8 quarters since.
  • Independence Bank of Kentucky's iShares US Energy ETF position peaked at $19K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.