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Principal Securities’s iShares US Energy ETF IYE Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,644
Closed -$78.1K – 2472
2025
Q3 		$78.1K Buy
1,644
+495
+43% +$23K ﹤0.01% 1715
2025
Q2 		$51.9K Sell
1,149
-1,279
-53% -$56.5K ﹤0.01% 1854
2025
Q1 		$111K Hold
2,428
– – ﹤0.01% 1395
2024
Q4 		$111K Buy
2,428
+47
+2% +$2.25K ﹤0.01% 1395
2024
Q3 		$110K Buy
2,381
+54
+2% +$2.54K ﹤0.01% 1354
2024
Q2 		$112K Hold
2,327
– – ﹤0.01% 1283
2024
Q1 		$115K Buy
2,327
+549
+31% +$24.7K ﹤0.01% 1223
2023
Q4 		$78.4K Buy
+1,778
New +$79.9K ﹤0.01% 1277

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Principal Securities's IYE Position: Q4 2025 in Review

Principal Securities sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 1,644 shares — an estimated $78.1K sold.

Principal Securities first reported a position in IYE in Q4 2023 and held it in 8 quarters. The position peaked at $115K in Q1 2024. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

  • Principal Securities reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,644 iShares US Energy ETF shares in Q4 2025, an estimated $78.1K.
  • Principal Securities first reported a position in iShares US Energy ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares US Energy ETF position peaked at $115K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.