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OneDigital Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

OneDigital Investment Advisors’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 		$1.49M Buy
26,371
+4,596
+21% +$279K 0.01% 598
2026
Q1 		$1.41M Sell
21,775
-1,541
-7% -$87.4K 0.01% 576
2025
Q4 		$1.11M Sell
23,316
-11
-0% -$521 0.01% 639
2025
Q3 		$1.11M Sell
23,327
-221
-0.9% -$10.3K 0.01% 621
2025
Q2 		$1.06M Sell
23,548
-3,114
-12% -$138K 0.01% 623
2025
Q1 		$1.31M Sell
26,662
-7,280
-21% -$347K 0.02% 524
2024
Q4 		$1.55M Sell
33,942
-14,920
-31% -$715K 0.02% 493
2024
Q3 		$2.26M Buy
48,862
+16,931
+53% +$798K 0.03% 406
2024
Q2 		$1.53M Buy
31,931
+14,332
+81% +$700K 0.02% 484
2024
Q1 		$869K Sell
17,599
-14,656
-45% -$659K 0.01% 549
2023
Q4 		$1.42M Buy
32,255
+26,566
+467% +$1.19M 0.02% 381
2023
Q3 		$270K Sell
5,689
-125
-2% -$5.77K 0.01% 839
2023
Q2 		$249K Buy
+5,814
New +$249K 0.01% 888
2018
Q4 		– Sell
-95
Closed -$4K – 1202
2018
Q3 		$4K Hold
95
– – ﹤0.01% 948
2018
Q2 		$4K Hold
95
– – ﹤0.01% 1199
2018
Q1 		$4K Hold
95
– – ﹤0.01% 1184
2017
Q4 		$4K Buy
+95
New +$3.58K ﹤0.01% 1108
2017
Q3 		– Sell
-95
Closed -$3K – 1105
2017
Q2 		$3K Buy
+95
New +$3.5K ﹤0.01% 1121

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

OneDigital Investment Advisors's IYE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares US Energy ETF (IYE) stake by 21% in Q2 2026, buying an estimated $279K and bringing the position to 26,371 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #598.

OneDigital Investment Advisors first reported a position in IYE in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.26M in Q3 2024. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • OneDigital Investment Advisors held 26,371 shares of iShares US Energy ETF worth $1.49M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,596 iShares US Energy ETF shares in Q2 2026, an estimated $279K.
  • iShares US Energy ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #598 holding.
  • OneDigital Investment Advisors first reported a position in iShares US Energy ETF in Q2 2017 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's iShares US Energy ETF position peaked at $2.26M in Q3 2024.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.