Signature Estate & Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Signature Estate & 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	$515K	Sell	9,093 -2,950	-24%	-$179K	0.01%	426
2026 Q1	$780K	Sell	12,043 -1,249	-9%	-$70.8K	0.02%	324
2025 Q4	$632K	Buy	13,292 +102	+0.8%	+$4.83K	0.01%	343
2025 Q3	$627K	Sell	13,190 -259	-2%	-$12.1K	0.01%	341
2025 Q2	$608K	Buy	13,449 +1,937	+17%	+$85.6K	0.01%	324
2025 Q1	$568K	Buy	+11,512	New	+$549K	0.01%	315

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

Signature Estate & Investment Advisors's IYE Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares US Energy ETF (IYE) stake by 24% in Q2 2026, selling an estimated $179K and leaving 9,093 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #426.

Signature Estate & Investment Advisors first reported a position in IYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $780K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Signature Estate & Investment Advisors held 9,093 shares of iShares US Energy ETF worth $515K as of Q2 2026.
Signature Estate & Investment Advisors sold 2,950 iShares US Energy ETF shares in Q2 2026, an estimated $179K.
iShares US Energy ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #426 holding.
Signature Estate & Investment Advisors first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 6 quarters since.
Signature Estate & Investment Advisors's iShares US Energy ETF position peaked at $780K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.