PFS
IYE icon

Prospera Financial Services’s iShares US Energy ETF IYE Stock Holding History

Prospera Financial Services’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 		$1.08M Buy
19,102
+1,495
+8% +$90.6K 0.02% 728
2026
Q1 		$1.14M Sell
17,607
-21
-0.1% -$1.19K 0.02% 665
2025
Q4 		$838K Sell
17,628
-3,575
-17% -$169K 0.01% 748
2025
Q3 		$1.01M Sell
21,203
-38,784
-65% -$1.81M 0.02% 679
2025
Q2 		$2.71M Buy
59,987
+1,657
+3% +$73.2K 0.05% 380
2025
Q1 		$2.88M Buy
58,330
+8,412
+17% +$401K 0.07% 305
2024
Q4 		$2.28M Buy
49,918
+818
+2% +$39.2K 0.05% 335
2024
Q3 		$2.28M Buy
49,100
+14,686
+43% +$692K 0.06% 310
2024
Q2 		$1.65M Buy
34,414
+469
+1% +$22.9K 0.05% 378
2024
Q1 		$1.68M Sell
33,945
-178,084
-84% -$8.01M 0.05% 371
2023
Q4 		$9.35M Buy
212,029
+179,258
+547% +$8.05M 0.31% 66
2023
Q3 		$1.56M Buy
32,771
+976
+3% +$45K 0.06% 317
2023
Q2 		$1.36M Sell
31,795
-178,201
-85% -$7.63M 0.05% 338
2023
Q1 		$9.19M Buy
209,996
+4,335
+2% +$196K 0.38% 52
2022
Q4 		$9.56M Sell
205,661
-4,462
-2% -$209K 0.48% 38
2022
Q3 		$8.26M Buy
210,123
+38,386
+22% +$1.58M 0.43% 38
2022
Q2 		$6.55M Buy
171,737
+10,332
+6% +$439K 0.33% 58
2022
Q1 		$6.61M Buy
161,405
+131,821
+446% +$4.86M 0.28% 78
2021
Q4 		$891K Buy
29,584
+1,205
+4% +$37.1K 0.04% 439
2021
Q3 		$802K Sell
28,379
-169,447
-86% -$4.55M 0.04% 412
2021
Q2 		$5.75M Buy
197,826
+133,554
+208% +$3.72M 0.29% 84
2021
Q1 		$1.69M Buy
64,272
+52,782
+459% +$1.3M 0.1% 242
2020
Q4 		$232K Buy
11,490
+10,390
+945% +$191K 0.02% 609
2020
Q3 		$18K Sell
1,100
-10,330
-90% -$195K 0.01% 927
2020
Q2 		$229K Buy
+11,430
New +$224K 0.02% 512
2017
Q4 		– Sell
-8,580
Closed -$321K – 423
2017
Q3 		$321K Buy
8,580
+220
+3% +$7.82K 0.05% 309
2017
Q2 		$294K Buy
8,360
+104
+1% +$3.84K 0.05% 315
2017
Q1 		$318K Sell
8,256
-333
-4% -$13.2K 0.06% 259
2016
Q4 		$359K Sell
8,589
-7,661
-47% -$305K 0.07% 240
2016
Q3 		$634K Buy
+16,250
New +$619K 0.13% 144
2015
Q3 		– Sell
-101,619
Closed -$4.31M – 313
2015
Q2 		$4.31M Sell
101,619
-349,279
-77% -$15.7M 1.02% 15
2015
Q1 		$19.7M Buy
+450,898
New +$19.8M 4.38% 4
2014
Q3 		– Sell
-260,020
Closed -$14.8M – 287
2014
Q2 		$14.8M Sell
260,020
-155,106
-37% -$8.36M 4% 7
2014
Q1 		$21.2M Buy
415,126
+180,143
+77% +$8.85M 6.68% 4
2013
Q4 		$11.9M Buy
234,983
+31,528
+15% +$1.55M 3.99% 7
2013
Q3 		$9.65M Buy
203,455
+32,515
+19% +$1.52M 3.66% 7
2013
Q2 		$7.68M Buy
+170,940
New +$7.72M 3.55% 7

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

Prospera Financial Services's IYE Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Energy ETF (IYE) stake by 8.5% in Q2 2026, buying an estimated $90.6K and bringing the position to 19,102 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #728.

Prospera Financial Services first reported a position in IYE in Q2 2013 and has held it in 37 quarters since. The position peaked at $21.2M in Q1 2014. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Prospera Financial Services held 19,102 shares of iShares US Energy ETF worth $1.08M as of Q2 2026.
  • Prospera Financial Services bought 1,495 iShares US Energy ETF shares in Q2 2026, an estimated $90.6K.
  • iShares US Energy ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #728 holding.
  • Prospera Financial Services first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 37 quarters since.
  • Prospera Financial Services's iShares US Energy ETF position peaked at $21.2M in Q1 2014.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.