Lazari Capital Management’s iShares US Energy ETF IYE Stock Holding History

Lazari Capital Management’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	$393K	Hold	6,950	–	–	0.12%	112
2026 Q1	$450K	Hold	6,950	–	–	0.16%	99
2025 Q4	$330K	Hold	6,950	–	–	0.11%	110
2025 Q3	$330K	Hold	6,950	–	–	0.11%	105
2025 Q2	$314K	Hold	6,950	–	–	0.12%	102
2025 Q1	$343K	Hold	6,950	–	–	0.14%	94
2024 Q4	$317K	Hold	6,950	–	–	0.13%	95
2024 Q3	$322K	Sell	6,950 -315	-4%	-$14.8K	0.14%	95
2024 Q2	$349K	Hold	7,265	–	–	0.16%	94
2024 Q1	$359K	Hold	7,265	–	–	0.19%	75
2023 Q4	$321K	Hold	7,265	–	–	0.18%	78
2023 Q3	$345K	Hold	7,265	–	–	0.21%	72
2023 Q2	$311K	Buy	+7,265	New	+$311K	0.18%	82

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

Lazari Capital Management's IYE Position: Q2 2026 in Review

Lazari Capital Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 6,950 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #112.

Lazari Capital Management first reported a position in IYE in Q2 2023 and has held it in 13 quarters since. The position peaked at $450K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Lazari Capital Management held 6,950 shares of iShares US Energy ETF worth $393K as of Q2 2026.
Lazari Capital Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.12% of Lazari Capital Management's portfolio in Q2 2026, its #112 holding.
Lazari Capital Management first reported a position in iShares US Energy ETF in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's iShares US Energy ETF position peaked at $450K in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.