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

Promethium 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	$321K	Hold	5,670	–	–	0.15%	96
2026 Q1	$367K	Hold	5,670	–	–	0.19%	82
2025 Q4	$269K	Hold	5,670	–	–	0.15%	97
2025 Q3	$269K	Hold	5,670	–	–	0.15%	101
2025 Q2	$256K	Sell	5,670 -303	-5%	-$13.4K	0.16%	101
2025 Q1	$294K	Buy	+5,973	New	+$285K	0.19%	98

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

Promethium Advisors's IYE Position: Q2 2026 in Review

Promethium Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 5,670 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #96.

Promethium Advisors first reported a position in IYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $367K in Q1 2026. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Promethium Advisors held 5,670 shares of iShares US Energy ETF worth $321K as of Q2 2026.
Promethium Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.15% of Promethium Advisors's portfolio in Q2 2026, its #96 holding.
Promethium Advisors first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 6 quarters since.
Promethium Advisors's iShares US Energy ETF position peaked at $367K in Q1 2026.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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