Mariner
IYE icon

Mariner’s iShares US Energy ETF IYE Stock Holding History

Mariner’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 		$7.55M Sell
133,367
-6,144
-4% -$372K 0.01% 861
2026
Q1 		$9.04M Sell
139,511
-976
-0.7% -$55.4K 0.01% 787
2025
Q4 		$6.68M Sell
140,487
-4,081
-3% -$193K 0.01% 877
2025
Q3 		$6.87M Sell
144,568
-5,380
-4% -$250K 0.01% 780
2025
Q2 		$6.78M Sell
149,948
-9,274
-6% -$410K 0.01% 748
2025
Q1 		$7.85M Buy
159,222
+1,277
+0.8% +$60.9K 0.01% 642
2024
Q4 		$7.2M Sell
157,945
-2,019
-1% -$96.8K 0.01% 663
2024
Q3 		$7.41M Buy
159,964
+2,371
+2% +$112K 0.01% 634
2024
Q2 		$7.56M Buy
157,593
+3,229
+2% +$158K 0.01% 589
2024
Q1 		$7.63M Buy
154,364
+7,329
+5% +$330K 0.02% 588
2023
Q4 		$6.49M Buy
147,035
+360
+0.2% +$16.2K 0.02% 600
2023
Q3 		$6.96M Buy
146,675
+5,709
+4% +$263K 0.02% 544
2023
Q2 		$6.04M Buy
140,966
+4,290
+3% +$184K 0.02% 586
2023
Q1 		$5.98M Sell
136,676
-7,474
-5% -$338K 0.02% 572
2022
Q4 		$6.7M Sell
144,150
-4,005
-3% -$187K 0.02% 510
2022
Q3 		$5.82M Buy
148,155
+7,579
+5% +$311K 0.02% 464
2022
Q2 		$5.36M Buy
140,576
+128,534
+1,067% +$5.46M 0.02% 469
2022
Q1 		$493K Buy
12,042
+535
+5% +$19.7K ﹤0.01% 1152
2021
Q4 		$346K Sell
11,507
-563
-5% -$17.3K ﹤0.01% 1083
2021
Q3 		$341K Sell
12,070
-3,009
-20% -$80.8K ﹤0.01% 921
2021
Q2 		$439K Buy
+15,079
New +$420K ﹤0.01% 816
2019
Q3 		– Sell
-8,338
Closed -$287K – 868
2019
Q2 		$287K Buy
8,338
+559
+7% +$19.4K ﹤0.01% 898
2019
Q1 		$280K Buy
+7,779
New +$272K ﹤0.01% 841
2016
Q4 		– Sell
-45
Closed -$2K – 690
2016
Q3 		$2K Buy
+45
New +$1.72K ﹤0.01% 789

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

Mariner's IYE Position: Q2 2026 in Review

Mariner reduced its iShares US Energy ETF (IYE) stake by 4.4% in Q2 2026, selling an estimated $372K and leaving 133,367 shares worth $7.55M. The position accounts for 0.01% of the portfolio, ranked #861.

Mariner first reported a position in IYE in Q3 2016 and has held it in 24 quarters since. The position peaked at $9.04M in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Mariner held 133,367 shares of iShares US Energy ETF worth $7.55M as of Q2 2026.
  • Mariner sold 6,144 iShares US Energy ETF shares in Q2 2026, an estimated $372K.
  • iShares US Energy ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #861 holding.
  • Mariner first reported a position in iShares US Energy ETF in Q3 2016 and has held it in 24 quarters since.
  • Mariner's iShares US Energy ETF position peaked at $9.04M in Q1 2026.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.