Kestra Advisory Services’s iShares US Energy ETF IYE Stock Holding History

Kestra Advisory Services’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	$3.59M	Sell	63,448 -4,765	-7%	-$289K	0.01%	1018
2026 Q1	$4.42M	Sell	68,213 -7,297	-10%	-$414K	0.02%	868
2025 Q4	$3.59M	Sell	75,510 -21,588	-22%	-$1.02M	0.01%	921
2025 Q3	$4.61M	Sell	97,098 -16,138	-14%	-$751K	0.02%	723
2025 Q2	$5.12M	Buy	113,236 +1,842	+2%	+$81.4K	0.03%	631
2025 Q1	$5.49M	Buy	111,394 +59,903	+116%	+$2.86M	0.03%	542
2024 Q4	$2.35M	Buy	51,491 +9,261	+22%	+$444K	0.01%	916
2024 Q3	$1.96M	Sell	42,230 -4,337	-9%	-$204K	0.01%	961
2024 Q2	$2.14M	Buy	46,567 +2,053	+5%	+$100K	0.01%	926
2024 Q1	$2.2M	Buy	44,514 +368	+0.8%	+$16.6K	0.01%	831
2023 Q4	$1.95M	Sell	44,146 -2,427	-5%	-$109K	0.02%	801
2023 Q3	$2.21M	Sell	46,573 -59,166	-56%	-$2.73M	0.02%	649
2023 Q2	$4.53M	Sell	105,739 -63,605	-38%	-$2.73M	0.05%	400
2023 Q1	$7.41M	Sell	169,344 -130,831	-44%	-$5.92M	0.08%	262
2022 Q4	$14M	Sell	300,175 -21,531	-7%	-$1.01M	0.12%	198
2022 Q3	$12.6M	Sell	321,706 -39,658	-11%	-$1.63M	0.14%	179
2022 Q2	$13.8M	Sell	361,364 -69,872	-16%	-$2.97M	0.14%	156
2022 Q1	$17.6M	Buy	431,236 +128,312	+42%	+$4.73M	0.18%	117
2021 Q4	$9.12M	Sell	302,924 -8,780	-3%	-$270K	0.09%	241
2021 Q3	$8.81M	Sell	311,704 -10,979	-3%	-$295K	0.09%	249
2021 Q2	$9.39M	Buy	322,683 +189,545	+142%	+$5.28M	0.11%	215
2021 Q1	$3.49M	Buy	+133,138	New	+$3.28M	0.04%	421

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kestra Advisory Services's IYE Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Energy ETF (IYE) stake by 7% in Q2 2026, selling an estimated $289K and leaving 63,448 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1018.

Kestra Advisory Services first reported a position in IYE in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.6M in Q1 2022. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Kestra Advisory Services held 63,448 shares of iShares US Energy ETF worth $3.59M as of Q2 2026.
Kestra Advisory Services sold 4,765 iShares US Energy ETF shares in Q2 2026, an estimated $289K.
iShares US Energy ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1018 holding.
Kestra Advisory Services first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 22 quarters since.
Kestra Advisory Services's iShares US Energy ETF position peaked at $17.6M in Q1 2022.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.