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Parkside Financial Bank & Trust’s iShares US Energy ETF IYE Stock Holding History

Parkside Financial Bank & Trust’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 		$28.3K Hold
500
– – ﹤0.01% 1257
2026
Q1 		$32.4K Hold
500
– – ﹤0.01% 1139
2025
Q4 		$23.8K Hold
500
– – ﹤0.01% 1245
2025
Q3 		$23.8K Hold
500
– – ﹤0.01% 1185
2025
Q2 		$22.6K Hold
500
– – ﹤0.01% 1189
2025
Q1 		$24.6K Buy
+500
New +$23.8K ﹤0.01% 1085

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

Parkside Financial Bank & Trust's IYE Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 500 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Parkside Financial Bank & Trust first reported a position in IYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.4K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Parkside Financial Bank & Trust held 500 shares of iShares US Energy ETF worth $28.3K as of Q2 2026.
  • Parkside Financial Bank & Trust left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1257 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 6 quarters since.
  • Parkside Financial Bank & Trust's iShares US Energy ETF position peaked at $32.4K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.