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

Sanctuary 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	$1.27M	Buy	22,459 +224	+1%	+$13.6K	0.01%	1311
2026 Q1	$1.44M	Sell	22,235 -2,511	-10%	-$142K	0.01%	1122
2025 Q4	$1.18M	Sell	24,746 -2,181	-8%	-$103K	0.01%	1239
2025 Q3	$1.28M	Sell	26,927 -849	-3%	-$39.5K	0.01%	1146
2025 Q2	$1.26M	Sell	27,776 -3,564	-11%	-$158K	0.01%	1089
2025 Q1	$1.55M	Sell	31,340 -10,472	-25%	-$499K	0.01%	901
2024 Q4	$2M	Buy	41,812 +6,779	+19%	+$325K	0.01%	858
2024 Q3	$1.8M	Sell	35,033 -3,862	-10%	-$182K	0.01%	922
2024 Q2	$1.95M	Buy	+38,895	New	+$1.9M	0.01%	821

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

Sanctuary Advisors's IYE Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Energy ETF (IYE) stake by 1% in Q2 2026, buying an estimated $13.6K and bringing the position to 22,459 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1311.

Sanctuary Advisors first reported a position in IYE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2M in Q4 2024. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Sanctuary Advisors held 22,459 shares of iShares US Energy ETF worth $1.27M as of Q2 2026.
Sanctuary Advisors bought 224 iShares US Energy ETF shares in Q2 2026, an estimated $13.6K.
iShares US Energy ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1311 holding.
Sanctuary Advisors first reported a position in iShares US Energy ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares US Energy ETF position peaked at $2M in Q4 2024.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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