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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Paladin Advisory Group's IYE Position: Q1 2026 in Review

Paladin Advisory Group held its iShares US Energy ETF (IYE) position steady in Q1 2026 at 1,025 shares worth $66.4K. The position accounts for 0.05% of the portfolio, ranked #138.

Paladin Advisory Group first reported a position in IYE in Q1 2022 and has held it in 14 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Paladin Advisory Group held 1,025 shares of iShares US Energy ETF worth $66.4K as of Q1 2026.
Paladin Advisory Group left its iShares US Energy ETF share count unchanged in Q1 2026.
iShares US Energy ETF made up 0.05% of Paladin Advisory Group's portfolio in Q1 2026, its #138 holding.
Paladin Advisory Group first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 14 quarters since.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.