Prime Capital Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Prime Capital Investment 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
2026 Q2	$210K	Sell	3,711 -177	-5%	-$10.7K	﹤0.01%	1012
2026 Q1	$252K	Buy	+3,888	New	+$220K	﹤0.01%	909
2023 Q4	–	Sell	-6,016	Closed	-$285K	–	975
2023 Q3	$285K	Buy	+6,016	New	+$277K	0.01%	597
2018 Q4	–	Sell	-255	Closed	-$11K	–	393
2018 Q3	$11K	Sell	255 -11,225	-98%	-$464K	﹤0.01%	236
2018 Q2	$481K	Sell	11,480 -89	-0.8%	-$3.64K	0.2%	84
2018 Q1	$428K	Buy	+11,569	New	+$449K	0.3%	67

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

Prime Capital Investment Advisors's IYE Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares US Energy ETF (IYE) stake by 4.6% in Q2 2026, selling an estimated $10.7K and leaving 3,711 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Prime Capital Investment Advisors first reported a position in IYE in Q1 2018 and has held it in 6 quarters since. The position peaked at $481K in Q2 2018. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Prime Capital Investment Advisors held 3,711 shares of iShares US Energy ETF worth $210K as of Q2 2026.
Prime Capital Investment Advisors sold 177 iShares US Energy ETF shares in Q2 2026, an estimated $10.7K.
iShares US Energy ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1012 holding.
Prime Capital Investment Advisors first reported a position in iShares US Energy ETF in Q1 2018 and has held it in 6 quarters since.
Prime Capital Investment Advisors's iShares US Energy ETF position peaked at $481K in Q2 2018.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.