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Regal Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Regal Investment 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 		$252K Hold
4,447
– – 0.01% 610
2026
Q1 		$288K Buy
+4,447
New +$252K 0.02% 537
2024
Q3 		– Sell
-4,659
Closed -$224K – 544
2024
Q2 		$224K Sell
4,659
-6
-0.1% -$293 0.01% 519
2024
Q1 		$230K Sell
4,665
-971
-17% -$43.7K 0.02% 520
2023
Q4 		$249K Buy
5,636
+937
+20% +$42.1K 0.02% 458
2023
Q3 		$223K Hold
4,699
– – 0.02% 449
2023
Q2 		$201K Hold
4,699
– – 0.02% 479
2023
Q1 		$206K Sell
4,699
-5,793
-55% -$262K 0.02% 478
2022
Q4 		$488K Sell
10,492
-1,401
-12% -$65.5K 0.05% 280
2022
Q3 		$467K Sell
11,893
-21,100
-64% -$866K 0.05% 278
2022
Q2 		$1.26M Sell
32,993
-16,963
-34% -$720K 0.13% 159
2022
Q1 		$2.04M Sell
49,956
-2,213
-4% -$81.6K 0.19% 126
2021
Q4 		$1.57M Sell
52,169
-1,627
-3% -$50.1K 0.14% 153
2021
Q3 		$1.52M Sell
53,796
-9,362
-15% -$252K 0.15% 149
2021
Q2 		$1.84M Buy
+63,158
New +$1.76M 0.18% 131
2015
Q4 		– Sell
-1,680
Closed -$57K – 586
2015
Q3 		$57K Buy
1,680
+1,390
+479% +$52.6K 0.01% 411
2015
Q2 		$12K Hold
290
– – ﹤0.01% 629
2015
Q1 		$13K Buy
290
+175
+152% +$7.67K ﹤0.01% 640
2014
Q4 		$5K Sell
115
-5,426
-98% -$256K ﹤0.01% 750
2014
Q3 		$286K Buy
5,541
+1,783
+47% +$98.1K 0.09% 193
2014
Q2 		$213K Buy
3,758
+327
+10% +$17.6K 0.08% 201
2014
Q1 		$175K Buy
3,431
+2,534
+282% +$125K 0.07% 198
2013
Q4 		$45K Sell
897
-22,736
-96% -$1.11M 0.03% 303
2013
Q3 		$1.11M Buy
23,633
+21,076
+824% +$986K 0.65% 54
2013
Q2 		$114K Buy
+2,557
New +$115K 0.06% 218

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

Regal Investment Advisors's IYE Position: Q2 2026 in Review

Regal Investment Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 4,447 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #610.

Regal Investment Advisors first reported a position in IYE in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.04M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Regal Investment Advisors held 4,447 shares of iShares US Energy ETF worth $252K as of Q2 2026.
  • Regal Investment Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #610 holding.
  • Regal Investment Advisors first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 25 quarters since.
  • Regal Investment Advisors's iShares US Energy ETF position peaked at $2.04M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.