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&Partners’s iShares US Energy ETF IYE Stock Holding History

&Partners’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 		$216K Buy
3,808
+20
+0.5% +$1.21K ﹤0.01% 2340
2026
Q1 		$245K Sell
3,788
-770
-17% -$43.7K ﹤0.01% 2117
2025
Q4 		$217K Buy
+4,558
New +$216K ﹤0.01% 2101

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

&Partners's IYE Position: Q2 2026 in Review

&Partners increased its iShares US Energy ETF (IYE) stake by 0.53% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,808 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

&Partners first reported a position in IYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • &Partners held 3,808 shares of iShares US Energy ETF worth $216K as of Q2 2026.
  • &Partners bought 20 iShares US Energy ETF shares in Q2 2026, an estimated $1.21K.
  • iShares US Energy ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2340 holding.
  • &Partners first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's iShares US Energy ETF position peaked at $245K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.