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SageView Advisory Group’s iShares US Energy ETF IYE Stock Holding History

SageView Advisory 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
Q1 		– Sell
-10
Closed -$476 – 1512
2025
Q4 		$476 Buy
+10
New +$473 ﹤0.01% 2453
2024
Q1 		– Sell
-5,158
Closed -$229K – 635
2023
Q4 		$229K Hold
5,158
– – 0.01% 585
2023
Q3 		$245K Buy
+5,158
New +$238K 0.01% 468

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

SageView Advisory Group's IYE Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 10 shares — an estimated $476 sold.

SageView Advisory Group first reported a position in IYE in Q3 2023 and held it in 3 quarters. The position peaked at $245K in Q3 2023. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 10 iShares US Energy ETF shares in Q1 2026, an estimated $476.
  • SageView Advisory Group first reported a position in iShares US Energy ETF in Q3 2023 and held it in 3 quarters.
  • SageView Advisory Group's iShares US Energy ETF position peaked at $245K in Q3 2023.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.