Janney Montgomery Scott
IYE icon

Janney Montgomery Scott’s iShares US Energy ETF IYE Stock Holding History

Janney Montgomery Scott’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 		$2.58M Buy
45,641
+3,177
+7% +$193K 0.01% 1339
2026
Q1 		$2.75M Sell
42,464
-3,708
-8% -$210K 0.01% 1128
2025
Q4 		$2.19M Buy
46,172
+1,637
+4% +$77.5K 0.01% 1290
2025
Q3 		$2.12M Sell
44,535
-9,246
-17% -$430K 0.01% 1288
2025
Q2 		$2.43M Buy
53,781
+5,981
+13% +$264K 0.01% 1127
2025
Q1 		$2.36M Sell
47,800
-9,808
-17% -$468K 0.01% 1091
2024
Q4 		$2.63M Sell
57,608
-2,542
-4% -$122K 0.01% 1036
2024
Q3 		$2.79M Buy
60,150
+486
+0.8% +$22.9K 0.01% 979
2024
Q2 		$2.86M Sell
59,664
-3,359
-5% -$164K 0.01% 933
2024
Q1 		$3.11M Sell
63,023
-19,807
-24% -$891K 0.01% 948
2023
Q4 		$3.65M Sell
82,830
-63,711
-43% -$2.86M 0.01% 848
2023
Q3 		$6.95M Buy
146,541
+12,359
+9% +$570K 0.03% 552
2023
Q2 		$5.75M Sell
134,182
-58,279
-30% -$2.5M 0.02% 641
2023
Q1 		$8.42M Sell
192,461
-142,882
-43% -$6.47M 0.03% 478
2022
Q4 		$15.6M Buy
335,343
+45,292
+16% +$2.12M 0.06% 298
2022
Q3 		$11.4M Sell
290,051
-479,385
-62% -$19.7M 0.05% 351
2022
Q2 		$29.8M Sell
769,436
-445,195
-37% -$18.9M 0.13% 153
2022
Q1 		$49.7M Sell
1,214,631
-17,099
-1% -$630K 0.21% 107
2021
Q4 		$37.1M Sell
1,231,730
-102,053
-8% -$3.14M 0.14% 144
2021
Q3 		$37.7M Sell
1,333,783
-326,457
-20% -$8.77M 0.16% 134
2021
Q2 		$48.3M Buy
1,660,240
+180,186
+12% +$5.02M 0.21% 107
2021
Q1 		$38.8M Buy
1,480,054
+1,433,706
+3,093% +$35.3M 0.19% 124
2020
Q4 		$938K Buy
46,348
+17,104
+58% +$314K ﹤0.01% 1212
2020
Q3 		$467K Buy
29,244
+4,499
+18% +$85K ﹤0.01% 1457
2020
Q2 		$495K Buy
24,745
+4,830
+24% +$94.6K ﹤0.01% 1373
2020
Q1 		$305K Buy
19,915
+9,837
+98% +$248K ﹤0.01% 1472
2019
Q4 		$324K Sell
10,078
-1,368
-12% -$43.2K ﹤0.01% 1671
2019
Q3 		$364K Buy
11,446
+2,107
+23% +$68.5K ﹤0.01% 1574
2019
Q2 		$321K Buy
9,339
+1,744
+23% +$60.5K ﹤0.01% 1666
2019
Q1 		$274K Buy
7,595
+888
+13% +$31.1K ﹤0.01% 1708
2018
Q4 		$209K Sell
6,707
-18,377
-73% -$676K ﹤0.01% 1747
2018
Q3 		$1.05M Buy
25,084
+16,334
+187% +$676K 0.01% 1003
2018
Q2 		$367K Buy
8,750
+106
+1% +$4.33K ﹤0.01% 1554
2018
Q1 		$320K Sell
8,644
-1,196
-12% -$46.4K ﹤0.01% 1573
2017
Q4 		$390K Sell
9,840
-3,239
-25% -$122K ﹤0.01% 1449
2017
Q3 		$490K Sell
13,079
-921
-7% -$32.8K 0.01% 1266
2017
Q2 		$497K Buy
14,000
+1,527
+12% +$56.3K 0.01% 1177
2017
Q1 		$481K Buy
12,473
+1,702
+16% +$67.7K 0.01% 1178
2016
Q4 		$447K Buy
10,771
+3,656
+51% +$146K 0.01% 1130
2016
Q3 		$277K Sell
7,115
-6,031
-46% -$230K ﹤0.01% 1223
2016
Q2 		$504K Buy
13,146
+7,229
+122% +$268K 0.01% 528
2016
Q1 		$206K Sell
5,917
-22,503
-79% -$734K 0.01% 1135
2015
Q4 		$962K Buy
+28,420
New +$1.05M 0.02% 563
2015
Q3 		– Sell
-9,982
Closed -$423K – 1423
2015
Q2 		$423K Buy
9,982
+2,480
+33% +$111K 0.01% 1278
2015
Q1 		$327K Buy
7,502
+1,450
+24% +$63.5K 0.01% 1699
2014
Q4 		$271K Buy
6,052
+1,072
+22% +$50.5K 0.01% 1764
2014
Q3 		$257K Buy
4,980
+380
+8% +$20.9K 0.01% 1776
2014
Q2 		$261K Buy
4,600
+150
+3% +$8.09K 0.01% 1725
2014
Q1 		$227K Sell
4,450
-50
-1% -$2.46K 0.01% 1674
2013
Q4 		$227K Buy
+4,500
New +$221K 0.01% 1624

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

Janney Montgomery Scott's IYE Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares US Energy ETF (IYE) stake by 7.5% in Q2 2026, buying an estimated $193K and bringing the position to 45,641 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #1339.

Janney Montgomery Scott first reported a position in IYE in Q4 2013 and has held it in 50 quarters since. The position peaked at $49.7M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Janney Montgomery Scott held 45,641 shares of iShares US Energy ETF worth $2.58M as of Q2 2026.
  • Janney Montgomery Scott bought 3,177 iShares US Energy ETF shares in Q2 2026, an estimated $193K.
  • iShares US Energy ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1339 holding.
  • Janney Montgomery Scott first reported a position in iShares US Energy ETF in Q4 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's iShares US Energy ETF position peaked at $49.7M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.