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Signature Equity Partners’s iShares US Energy ETF IYE Stock Holding History

Signature Equity Partners’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 		$4.53K Sell
80
-277
-78% -$16.8K ﹤0.01% 1012
2026
Q1 		$23.1K Buy
357
+2
+0.6% +$113 0.01% 599
2025
Q4 		$16.9K Buy
+355
New +$16.8K 0.01% 669

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

Signature Equity Partners's IYE Position: Q2 2026 in Review

Signature Equity Partners reduced its iShares US Energy ETF (IYE) stake by 78% in Q2 2026, selling an estimated $16.8K and leaving 80 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Signature Equity Partners first reported a position in IYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.1K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Signature Equity Partners held 80 shares of iShares US Energy ETF worth $4.53K as of Q2 2026.
  • Signature Equity Partners sold 277 iShares US Energy ETF shares in Q2 2026, an estimated $16.8K.
  • iShares US Energy ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1012 holding.
  • Signature Equity Partners first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's iShares US Energy ETF position peaked at $23.1K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.