Lakeshore Capital Group’s iShares US Energy ETF IYE Stock Holding History

Lakeshore Capital Group’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	$388K	Sell	6,850 -15	-0.2%	-$909	0.29%	65
2026 Q1	$445K	Sell	6,865 -55	-0.8%	-$3.12K	0.36%	66
2025 Q4	$329K	Sell	6,920 -43	-0.6%	-$2.04K	0.26%	73
2025 Q3	$331K	Buy	6,963 +4	+0.1%	+$186	0.27%	74
2025 Q2	$315K	Buy	6,959 +1,106	+19%	+$48.9K	0.28%	74
2025 Q1	$289K	Buy	+5,853	New	+$279K	0.28%	69

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

Lakeshore Capital Group's IYE Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares US Energy ETF (IYE) stake by 0.22% in Q2 2026, selling an estimated $909 and leaving 6,850 shares worth $388K. The position accounts for 0.29% of the portfolio, ranked #65.

Lakeshore Capital Group first reported a position in IYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $445K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Lakeshore Capital Group held 6,850 shares of iShares US Energy ETF worth $388K as of Q2 2026.
Lakeshore Capital Group sold 15 iShares US Energy ETF shares in Q2 2026, an estimated $909.
iShares US Energy ETF made up 0.29% of Lakeshore Capital Group's portfolio in Q2 2026, its #65 holding.
Lakeshore Capital Group first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 6 quarters since.
Lakeshore Capital Group's iShares US Energy ETF position peaked at $445K in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.