Paladin Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-1,127	Closed	-$52.4K	–	383
2022 Q4	$52.4K	Sell	1,127 -450	-29%	-$21K	0.04%	150
2022 Q3	$61K	Hold	1,577	–	–	0.06%	142
2022 Q2	$60K	Buy	+1,577	New	+$67K	0.05%	149
2022 Q1	–	Sell	-1,577	Closed	-$47K	–	398
2021 Q4	$47K	Buy	+1,577	New	+$48.5K	0.04%	177

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paladin Advisory Group's IYE Position: Q2 2026 in Review

Paladin Advisory Group held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 1,025 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #149.

Paladin Advisory Group first reported a position in IYE in Q1 2022 and has held it in 15 quarters since. The position peaked at $66.4K in Q1 2026. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Paladin Advisory Group held 1,025 shares of iShares US Energy ETF worth $58K as of Q2 2026.
Paladin Advisory Group left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.04% of Paladin Advisory Group's portfolio in Q2 2026, its #149 holding.
Paladin Advisory Group first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares US Energy ETF position peaked at $66.4K in Q1 2026.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.