Regatta Research & Money Management’s iShares US Energy ETF IYE Stock Holding History

Regatta Research & Money 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	$10.5K	Buy	+185	New	+$11.2K	0.01%	485

Other funds holding IYE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

Regatta Research & Money Management's IYE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 185 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

243 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Regatta Research & Money Management held 185 shares of iShares US Energy ETF worth $10.5K as of Q2 2026.
iShares US Energy ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Energy ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #485 holding.
243 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.