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Matthew Hamilton Rosenberg’s iShares US Energy ETF IYE Stock Holding History

Matthew Hamilton Rosenberg’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 		$240K Hold
4,243
– – 0.04% 195
2026
Q1 		$275K Sell
4,243
-168
-4% -$9.53K 0.06% 162
2025
Q4 		$210K Sell
4,411
-1,135
-20% -$53.7K 0.04% 202
2025
Q3 		$264K Sell
5,546
-181
-3% -$8.43K 0.06% 167
2025
Q2 		$259K Sell
5,727
-1,042
-15% -$46K 0.06% 168
2025
Q1 		$334K Sell
6,769
-947
-12% -$45.1K 0.08% 108
2024
Q4 		$352K Hold
7,716
– – 0.09% 105
2024
Q3 		$358K Sell
7,716
-289
-4% -$13.6K 0.09% 105
2024
Q2 		$384K Buy
8,005
+243
+3% +$11.9K 0.11% 87
2024
Q1 		$386K Sell
7,762
-1,727
-18% -$77.7K 0.11% 92
2023
Q4 		$419K Sell
9,489
-1,329
-12% -$59.7K 0.13% 81
2023
Q3 		$513K Sell
10,818
-3,772
-26% -$174K 0.17% 61
2023
Q2 		$625K Sell
14,590
-16,836
-54% -$721K 0.21% 53
2023
Q1 		$1.37M Sell
31,426
-25
-0.1% -$1.13K 0.44% 33
2022
Q4 		$1.46M Sell
31,451
-93
-0.3% -$4.35K 0.5% 31
2022
Q3 		$1.24M Hold
31,544
– – 0.48% 32
2022
Q2 		$1.22M Buy
31,544
+1,228
+4% +$52.1K 0.46% 34
2022
Q1 		$1.24M Buy
30,316
+163
+0.5% +$6.01K 0.43% 37
2021
Q4 		$908K Sell
30,153
-455
-1% -$14K 0.32% 46
2021
Q3 		$865K Buy
+30,608
New +$822K 0.34% 41

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

Matthew Hamilton Rosenberg's IYE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 4,243 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #195.

Matthew Hamilton Rosenberg first reported a position in IYE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Matthew Hamilton Rosenberg held 4,243 shares of iShares US Energy ETF worth $240K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #195 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares US Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares US Energy ETF position peaked at $1.46M in Q4 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.