Pineridge Advisors’s iShares US Energy ETF IYE Stock Holding History

Pineridge Advisors’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
2025 Q3	$35.3K	Sell	742 -977	-57%	-$45.5K	0.01%	126
2025 Q2	$77.7K	Buy	1,719 +11	+0.6%	+$486	0.03%	87
2025 Q1	$84.2K	Buy	1,708 +12	+0.7%	+$572	0.03%	84
2024 Q4	$77.3K	Sell	1,696 -2	-0.1%	-$96	0.03%	109
2024 Q3	$78.7K	Sell	1,698 -100	-6%	-$4.71K	0.03%	110
2024 Q2	$86.3K	Sell	1,798 -244	-12%	-$11.9K	0.03%	108
2024 Q1	$101K	Buy	2,042 +6	+0.3%	+$270	0.04%	92
2023 Q4	$89.8K	Buy	+2,036	New	+$91.5K	0.03%	117

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Pineridge Advisors's IYE Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares US Energy ETF (IYE) stake by 57% in Q3 2025, selling an estimated $45.5K and leaving 742 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #126.

Pineridge Advisors first reported a position in IYE in Q4 2023 and has held it in 8 quarters since. The position peaked at $101K in Q1 2024. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

Pineridge Advisors held 742 shares of iShares US Energy ETF worth $35.3K as of Q3 2025.
Pineridge Advisors sold 977 iShares US Energy ETF shares in Q3 2025, an estimated $45.5K.
iShares US Energy ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #126 holding.
Pineridge Advisors first reported a position in iShares US Energy ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares US Energy ETF position peaked at $101K in Q1 2024.
272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.