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

MAI 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 		$347K Buy
6,136
+5,797
+1,710% +$351K ﹤0.01% 1501
2026
Q1 		$22K Hold
339
– – ﹤0.01% 2744
2025
Q4 		$16.1K Buy
339
+11
+3% +$521 ﹤0.01% 2631
2025
Q3 		$15.6K Sell
328
-10
-3% -$466 ﹤0.01% 2525
2025
Q2 		$15.3K Sell
338
-491
-59% -$21.7K ﹤0.01% 2492
2025
Q1 		$40.9K Buy
829
+1
+0.1% +$48 ﹤0.01% 1847
2024
Q4 		$37.7K Buy
+828
New +$39.7K ﹤0.01% 1902

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MAI Capital Management increased its iShares US Energy ETF (IYE) stake by 1,710% in Q2 2026, buying an estimated $351K and bringing the position to 6,136 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

MAI Capital Management first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • MAI Capital Management held 6,136 shares of iShares US Energy ETF worth $347K as of Q2 2026.
  • MAI Capital Management bought 5,797 iShares US Energy ETF shares in Q2 2026, an estimated $351K.
  • iShares US Energy ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1501 holding.
  • MAI Capital Management first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.