Lodestar Private Asset Management’s iShares US Energy ETF IYE Stock Holding History

Lodestar Private Asset 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	$235K	Hold	4,148	–	–	0.02%	215
2026 Q1	$269K	Buy	+4,148	New	+$235K	0.03%	203
2025 Q4	–	Sell	-4,248	Closed	-$202K	–	227
2025 Q3	$202K	Buy	+4,248	New	+$198K	0.02%	224
2025 Q2	–	Sell	-4,248	Closed	-$209K	–	224
2025 Q1	$209K	Buy	+4,248	New	+$202K	0.03%	213
2024 Q3	–	Sell	-4,248	Closed	-$204K	–	216
2024 Q2	$204K	Hold	4,248	–	–	0.03%	204
2024 Q1	$210K	Buy	+4,248	New	+$191K	0.03%	206
2023 Q4	–	Sell	-4,248	Closed	-$201K	–	210
2023 Q3	$201K	Buy	+4,248	New	+$196K	0.03%	195

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

Lodestar Private Asset Management's IYE Position: Q2 2026 in Review

Lodestar Private Asset Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 4,148 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #215.

Lodestar Private Asset Management first reported a position in IYE in Q3 2023 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Lodestar Private Asset Management held 4,148 shares of iShares US Energy ETF worth $235K as of Q2 2026.
Lodestar Private Asset Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #215 holding.
Lodestar Private Asset Management first reported a position in iShares US Energy ETF in Q3 2023 and has held it in 7 quarters since.
Lodestar Private Asset Management's iShares US Energy ETF position peaked at $269K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.