LPL Financial’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38M | Buy |
671,026
+44,943
| +7% | +$2.72M | 0.01% | 1165 |
|
|
2026
Q1 | $40.6M | Buy |
626,083
+152,266
| +32% | +$8.64M | 0.01% | 1030 |
|
|
2025
Q4 | $22.5M | Sell |
473,817
-99,725
| -17% | -$4.72M | 0.01% | 1340 |
|
|
2025
Q3 | $27.3M | Sell |
573,542
-18,621
| -3% | -$867K | 0.01% | 1168 |
|
|
2025
Q2 | $26.8M | Sell |
592,163
-15,944
| -3% | -$705K | 0.01% | 1070 |
|
|
2025
Q1 | $30M | Sell |
608,107
-34,374
| -5% | -$1.64M | 0.01% | 923 |
|
|
2024
Q4 | $29.3M | Buy |
642,481
+223,516
| +53% | +$10.7M | 0.01% | 887 |
|
|
2024
Q3 | $19.4M | Sell |
418,965
-174,302
| -29% | -$8.21M | 0.01% | 1054 |
|
|
2024
Q2 | $28.5M | Buy |
593,267
+177,773
| +43% | +$8.68M | 0.01% | 809 |
|
|
2024
Q1 | $20.5M | Buy |
415,494
+12,829
| +3% | +$577K | 0.01% | 936 |
|
|
2023
Q4 | $17.8M | Sell |
402,665
-14,376
| -3% | -$646K | 0.01% | 933 |
|
|
2023
Q3 | $19.8M | Sell |
417,041
-35,873
| -8% | -$1.65M | 0.01% | 805 |
|
|
2023
Q2 | $19.4M | Sell |
452,914
-38,799
| -8% | -$1.66M | 0.01% | 807 |
|
|
2023
Q1 | $21.5M | Sell |
491,713
-749,355
| -60% | -$33.9M | 0.02% | 720 |
|
|
2022
Q4 | $57.7M | Buy |
1,241,068
+87,581
| +8% | +$4.09M | 0.05% | 356 |
|
|
2022
Q3 | $45.3M | Sell |
1,153,487
-1,227,632
| -52% | -$50.4M | 0.04% | 379 |
|
|
2022
Q2 | $90.8M | Sell |
2,381,119
-1,556,093
| -40% | -$66.1M | 0.09% | 217 |
|
|
2022
Q1 | $161M | Buy |
3,937,212
+117,540
| +3% | +$4.33M | 0.14% | 140 |
|
|
2021
Q4 | $115M | Sell |
3,819,672
-108,866
| -3% | -$3.35M | 0.1% | 196 |
|
|
2021
Q3 | $111M | Sell |
3,928,538
-417,714
| -10% | -$11.2M | 0.1% | 179 |
|
|
2021
Q2 | $126M | Buy |
4,346,252
+793,783
| +22% | +$22.1M | 0.13% | 146 |
|
|
2021
Q1 | $93.2M | Buy |
3,552,469
+3,336,952
| +1,548% | +$82.1M | 0.11% | 181 |
|
|
2020
Q4 | $4.36M | Sell |
215,517
-29,928
| -12% | -$549K | 0.01% | 1193 |
|
|
2020
Q3 | $3.92M | Sell |
245,445
-39,256
| -14% | -$741K | 0.01% | 1079 |
|
|
2020
Q2 | $5.7M | Buy |
284,701
+68,735
| +32% | +$1.35M | 0.01% | 810 |
|
|
2020
Q1 | $3.31M | Buy |
215,966
+7,315
| +4% | +$184K | 0.01% | 920 |
|
|
2019
Q4 | $6.7M | Buy |
208,651
+14,941
| +8% | +$472K | 0.01% | 724 |
|
|
2019
Q3 | $6.15M | Buy |
193,710
+695
| +0.4% | +$22.6K | 0.01% | 715 |
|
|
2019
Q2 | $6.64M | Sell |
193,015
-63,167
| -25% | -$2.19M | 0.01% | 666 |
|
|
2019
Q1 | $9.23M | Sell |
256,182
-68,792
| -21% | -$2.41M | 0.02% | 531 |
|
|
2018
Q4 | $10.1M | Sell |
324,974
-33,323
| -9% | -$1.23M | 0.03% | 437 |
|
|
2018
Q3 | $15M | Sell |
358,297
-5,908
| -2% | -$244K | 0.04% | 365 |
|
|
2018
Q2 | $15.3M | Buy |
364,205
+8,465
| +2% | +$346K | 0.04% | 335 |
|
|
2018
Q1 | $13.2M | Buy |
355,740
+28,127
| +9% | +$1.09M | 0.04% | 371 |
|
|
2017
Q4 | $13M | Buy |
327,613
+9,884
| +3% | +$372K | 0.04% | 351 |
|
|
2017
Q3 | $11.9M | Sell |
317,729
-23,116
| -7% | -$822K | 0.04% | 337 |
|
|
2017
Q2 | $12.1M | Sell |
340,845
-49,017
| -13% | -$1.81M | 0.05% | 318 |
|
|
2017
Q1 | $15M | Sell |
389,862
-53,403
| -12% | -$2.12M | 0.1% | 168 |
|
|
2016
Q4 | $18.7M | Buy |
443,265
+64,293
| +17% | +$2.56M | 0.14% | 121 |
|
|
2016
Q3 | $14.6M | Sell |
378,972
-296,838
| -44% | -$11.3M | 0.14% | 130 |
|
|
2016
Q2 | $25.7M | Sell |
675,810
-53,157
| -7% | -$1.97M | 0.22% | 77 |
|
|
2016
Q1 | $24.6M | Sell |
728,967
-38,521
| -5% | -$1.26M | 0.07% | 236 |
|
|
2015
Q4 | $26M | Buy |
767,488
+381,569
| +99% | +$14.1M | 0.07% | 232 |
|
|
2015
Q3 | $14.2M | Sell |
385,919
-2,895
| -0.7% | -$109K | 0.08% | 219 |
|
|
2015
Q2 | $16.1M | Sell |
388,814
-241,859
| -38% | -$10.8M | 0.08% | 220 |
|
|
2015
Q1 | $27.6M | Buy |
630,673
+35,747
| +6% | +$1.57M | 0.14% | 141 |
|
|
2014
Q4 | $26.7M | Buy |
594,926
+215,278
| +57% | +$10.2M | 0.15% | 143 |
|
|
2014
Q3 | $19.2M | Sell |
379,648
-352,326
| -48% | -$19.4M | 0.11% | 174 |
|
|
2014
Q2 | $41.6M | Buy |
731,974
+461,061
| +170% | +$24.9M | 0.24% | 77 |
|
|
2014
Q1 | $13.8M | Buy |
270,913
+7,363
| +3% | +$362K | 0.08% | 214 |
|
|
2013
Q4 | $13.3M | Sell |
263,550
-24,028
| -8% | -$1.18M | 0.08% | 217 |
|
|
2013
Q3 | $13.8M | Buy |
287,578
+14,662
| +5% | +$686K | 0.09% | 201 |
|
|
2013
Q2 | $12.2M | Buy |
+272,916
| New | +$12.3M | 0.09% | 206 |
|
Other funds holding IYE
PCH
TSW
CFA
LPL Financial's IYE Position: Q2 2026 in Review
LPL Financial increased its iShares US Energy ETF (IYE) stake by 7.2% in Q2 2026, buying an estimated $2.72M and bringing the position to 671,026 shares worth $38M. The position accounts for 0.01% of the portfolio, ranked #1165.
LPL Financial first reported a position in IYE in Q2 2013 and has held it in 53 quarters since. The position peaked at $161M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.
- LPL Financial held 671,026 shares of iShares US Energy ETF worth $38M as of Q2 2026.
- LPL Financial bought 44,943 iShares US Energy ETF shares in Q2 2026, an estimated $2.72M.
- iShares US Energy ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1165 holding.
- LPL Financial first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's iShares US Energy ETF position peaked at $161M in Q1 2022.
- 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.