Core Capital Management & Research, inc.’s iShares US Energy ETF IYE Stock Holding History

Core Capital Management & Research, inc.’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	$2.63K	Buy	+39	New	+$2.36K	﹤0.01%	176

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

Core Capital Management & Research, inc.'s IYE Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 39 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #176 among its holdings.

328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Core Capital Management & Research, inc. held 39 shares of iShares US Energy ETF worth $2.63K as of Q2 2026.
iShares US Energy ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #176 holding.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.