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Private Advisor Group’s iShares US Energy ETF IYE Stock Holding History

Private Advisor Group’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 		$1.62M Buy
28,690
+6,933
+32% +$420K 0.01% 1110
2026
Q1 		$1.41M Sell
21,757
-505
-2% -$28.6K 0.01% 1216
2025
Q4 		$1.06M Sell
22,262
-14,719
-40% -$697K 0.01% 1377
2025
Q3 		$1.76M Buy
36,981
+11,731
+46% +$546K 0.01% 1076
2025
Q2 		$1.14M Sell
25,250
-9,385
-27% -$415K 0.01% 1240
2025
Q1 		$1.71M Buy
34,635
+1,962
+6% +$93.5K 0.01% 968
2024
Q4 		$1.49M Buy
32,673
+4,360
+15% +$209K 0.01% 1017
2024
Q3 		$1.31M Buy
28,313
+3,722
+15% +$175K 0.01% 1108
2024
Q2 		$1.18M Buy
24,591
+1,894
+8% +$92.5K 0.01% 1105
2024
Q1 		$1.12M Sell
22,697
-14,847
-40% -$668K 0.01% 1115
2023
Q4 		$1.66M Buy
37,544
+6,753
+22% +$303K 0.01% 850
2023
Q3 		$1.46M Sell
30,791
-5,863
-16% -$270K 0.01% 855
2023
Q2 		$1.6M Sell
36,654
-9,689
-21% -$415K 0.01% 821
2023
Q1 		$2.03M Sell
46,343
-18,468
-28% -$836K 0.02% 673
2022
Q4 		$615K Buy
64,811
+24,125
+59% +$1.13M 0.03% 508
2022
Q3 		$1.6M Sell
40,686
-18,840
-32% -$774K 0.02% 718
2022
Q2 		$2.27M Sell
59,526
-9,655
-14% -$410K 0.02% 683
2022
Q1 		$2.83M Buy
69,181
+6,083
+10% +$224K 0.02% 651
2021
Q4 		$1.9M Sell
63,098
-36,566
-37% -$1.13M 0.01% 832
2021
Q3 		$2.82M Buy
99,664
+40,379
+68% +$1.08M 0.02% 746
2021
Q2 		$1.72M Buy
59,285
+30,405
+105% +$847K 0.02% 819
2021
Q1 		$757K Buy
28,880
+13,640
+90% +$336K 0.01% 1125
2020
Q4 		$308K Sell
15,240
-13,598
-47% -$250K ﹤0.01% 1444
2020
Q3 		$460K Sell
28,838
-4,194
-13% -$79.2K 0.01% 1090
2020
Q2 		$661K Buy
33,032
+10,028
+44% +$196K 0.01% 909
2020
Q1 		$352K Sell
23,004
-4,893
-18% -$123K 0.01% 1014
2019
Q4 		$896K Sell
27,897
-4,122
-13% -$130K 0.01% 808
2019
Q3 		$1.02M Buy
32,019
+2,890
+10% +$93.9K 0.02% 792
2019
Q2 		$1M Buy
29,129
+1,330
+5% +$46.2K 0.02% 742
2019
Q1 		$1M Sell
27,799
-4,216
-13% -$148K 0.02% 663
2018
Q4 		$945K Buy
32,015
+2,856
+10% +$105K 0.02% 602
2018
Q3 		$1.22M Buy
29,159
+19,767
+210% +$818K 0.03% 596
2018
Q2 		$390K Sell
9,392
-15,747
-63% -$643K 0.01% 864
2018
Q1 		$929K Buy
25,139
+14,896
+145% +$578K 0.04% 429
2017
Q4 		$419K Sell
10,243
-12,271
-55% -$462K 0.02% 745
2017
Q3 		$840K Sell
22,514
-3,335
-13% -$119K 0.02% 638
2017
Q2 		$908K Sell
25,849
-20,237
-44% -$747K 0.02% 572
2017
Q1 		$813K Buy
46,086
+24,804
+117% +$987K 0.02% 606
2016
Q4 		$880K Sell
21,282
-1,039
-5% -$41.4K 0.03% 534
2016
Q3 		$862K Buy
22,321
+1,169
+6% +$44.5K 0.04% 473
2016
Q2 		$804K Buy
21,152
+7,186
+51% +$266K 0.03% 472
2016
Q1 		$511K Buy
13,966
+2,107
+18% +$68.7K 0.02% 570
2015
Q4 		$461K Buy
11,859
+3,337
+39% +$123K 0.02% 620
2015
Q3 		$292K Sell
8,522
-267
-3% -$10.1K 0.02% 747
2015
Q2 		$372K Sell
8,789
-13,171
-60% -$591K 0.02% 709
2015
Q1 		$957K Buy
21,960
+760
+4% +$33.3K 0.06% 363
2014
Q4 		$950K Sell
21,200
-197
-0.9% -$9.29K 0.06% 354
2014
Q3 		$1.1M Buy
21,397
+6,620
+45% +$364K 0.08% 287
2014
Q2 		$839K Buy
14,777
+1,989
+16% +$107K 0.07% 334
2014
Q1 		$652K Sell
12,788
-87
-0.7% -$4.28K 0.07% 337
2013
Q4 		$650K Buy
+12,875
New +$631K 0.07% 325

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

Private Advisor Group's IYE Position: Q2 2026 in Review

Private Advisor Group increased its iShares US Energy ETF (IYE) stake by 32% in Q2 2026, buying an estimated $420K and bringing the position to 28,690 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1110.

Private Advisor Group first reported a position in IYE in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.83M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Private Advisor Group held 28,690 shares of iShares US Energy ETF worth $1.62M as of Q2 2026.
  • Private Advisor Group bought 6,933 iShares US Energy ETF shares in Q2 2026, an estimated $420K.
  • iShares US Energy ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1110 holding.
  • Private Advisor Group first reported a position in iShares US Energy ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's iShares US Energy ETF position peaked at $2.83M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.