Pekin Hardy Strauss’s iShares US Energy ETF IYE Stock Holding History

Pekin Hardy Strauss’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	$388K	Buy	6,861 +446	+7%	+$27K	0.03%	353
2026 Q1	$416K	Sell	6,415 -110	-2%	-$6.24K	0.04%	325
2025 Q4	$310K	Buy	6,525 +1,200	+23%	+$56.8K	0.03%	354
2025 Q3	$253K	Hold	5,325	–	–	0.03%	352
2025 Q2	$241K	Buy	5,325 +50	+0.9%	+$2.21K	0.03%	322
2025 Q1	$260K	Hold	5,275	–	–	0.03%	295
2024 Q4	$240K	Hold	5,275	–	–	0.03%	317
2024 Q3	$244K	Buy	+5,275	New	+$248K	0.03%	304

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

Pekin Hardy Strauss's IYE Position: Q2 2026 in Review

Pekin Hardy Strauss increased its iShares US Energy ETF (IYE) stake by 7% in Q2 2026, buying an estimated $27K and bringing the position to 6,861 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #353.

Pekin Hardy Strauss first reported a position in IYE in Q3 2024 and has held it in 8 quarters since. The position peaked at $416K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Pekin Hardy Strauss held 6,861 shares of iShares US Energy ETF worth $388K as of Q2 2026.
Pekin Hardy Strauss bought 446 iShares US Energy ETF shares in Q2 2026, an estimated $27K.
iShares US Energy ETF made up 0.03% of Pekin Hardy Strauss's portfolio in Q2 2026, its #353 holding.
Pekin Hardy Strauss first reported a position in iShares US Energy ETF in Q3 2024 and has held it in 8 quarters since.
Pekin Hardy Strauss's iShares US Energy ETF position peaked at $416K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.