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

Kestra Private Wealth 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 		$394K Sell
6,954
-1,321
-16% -$80.1K ﹤0.01% 1374
2026
Q1 		$536K Sell
8,275
-2,231
-21% -$127K 0.01% 1165
2025
Q4 		$499K Buy
10,506
+51
+0.5% +$2.41K 0.01% 1160
2025
Q3 		$497K Buy
10,455
+434
+4% +$20.2K 0.01% 1095
2025
Q2 		$453K Buy
10,021
+1,175
+13% +$51.9K 0.01% 1084
2025
Q1 		$436K Buy
8,846
+861
+11% +$41K 0.01% 1030
2024
Q4 		$364K Buy
7,985
+130
+2% +$6.23K 0.01% 1061
2024
Q3 		$364K Buy
7,855
+934
+13% +$44K 0.01% 1015
2024
Q2 		$332K Buy
6,921
+24
+0.3% +$1.17K 0.01% 1001
2024
Q1 		$341K Sell
6,897
-415
-6% -$18.7K 0.01% 961
2023
Q4 		$323K Sell
7,312
-275
-4% -$12.4K 0.01% 914
2023
Q3 		$360K Buy
7,587
+332
+5% +$15.3K 0.01% 781
2023
Q2 		$311K Sell
7,255
-336
-4% -$14.4K 0.01% 809
2023
Q1 		$332K Buy
7,591
+721
+10% +$32.6K 0.01% 748
2022
Q4 		$319K Sell
6,870
-1,578
-19% -$73.8K 0.02% 653
2022
Q3 		$332K Buy
8,448
+780
+10% +$32K 0.02% 618
2022
Q2 		$292K Sell
7,668
-542
-7% -$23K 0.02% 664
2022
Q1 		$336K Sell
8,210
-196
-2% -$7.22K 0.02% 701
2021
Q4 		$253K Buy
8,406
+987
+13% +$30.4K 0.01% 833
2021
Q3 		$210K Buy
+7,419
New +$199K 0.01% 838

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

Kestra Private Wealth Services's IYE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Energy ETF (IYE) stake by 16% in Q2 2026, selling an estimated $80.1K and leaving 6,954 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Kestra Private Wealth Services first reported a position in IYE in Q3 2021 and has held it in 20 quarters since. The position peaked at $536K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Kestra Private Wealth Services held 6,954 shares of iShares US Energy ETF worth $394K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,321 iShares US Energy ETF shares in Q2 2026, an estimated $80.1K.
  • iShares US Energy ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1374 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's iShares US Energy ETF position peaked at $536K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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