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IYE icon

SignatureFD’s iShares US Energy ETF IYE Stock Holding History

SignatureFD’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 		$62.2K Hold
1,100
– – ﹤0.01% 1738
2026
Q1 		$71.2K Hold
1,100
– – ﹤0.01% 1519
2025
Q4 		$52.3K Hold
1,100
– – ﹤0.01% 1625
2025
Q3 		$52.3K Hold
1,100
– – ﹤0.01% 1624
2025
Q2 		$49.7K Hold
1,100
– – ﹤0.01% 1582
2025
Q1 		$54.2K Hold
1,100
– – ﹤0.01% 1523
2024
Q4 		$50.1K Hold
1,100
– – ﹤0.01% 1585
2024
Q3 		$51K Hold
1,100
– – ﹤0.01% 1565
2024
Q2 		$52.8K Hold
1,100
– – ﹤0.01% 1487
2024
Q1 		$54.3K Hold
1,100
– – ﹤0.01% 1503
2023
Q4 		$48.5K Hold
1,100
– – ﹤0.01% 1483
2023
Q3 		$52.2K Hold
1,100
– – ﹤0.01% 1368
2023
Q2 		$47.1K Hold
1,100
– – ﹤0.01% 1466
2023
Q1 		$48.1K Hold
1,100
– – ﹤0.01% 1409
2022
Q4 		$51.1K Buy
1,100
+400
+57% +$18.7K ﹤0.01% 1354
2022
Q3 		$28K Hold
700
– – ﹤0.01% 1578
2022
Q2 		$27K Hold
700
– – ﹤0.01% 1627
2022
Q1 		$29K Buy
+700
New +$25.8K ﹤0.01% 1650
2020
Q3 		– Sell
-1,054
Closed -$21K – 2676
2020
Q2 		$21K Buy
+1,054
New +$20.6K ﹤0.01% 1314
2015
Q4 		– Sell
-165
Closed -$6K – 1321
2015
Q3 		$6K Sell
165
-2,625
-94% -$99.2K ﹤0.01% 786
2015
Q2 		$118K Buy
2,790
+14
+0.5% +$628 0.03% 199
2015
Q1 		$121K Buy
2,776
+2,446
+741% +$107K 0.03% 182
2014
Q4 		$15K Sell
330
-1,238
-79% -$58.4K ﹤0.01% 451
2014
Q3 		$81K Buy
+1,568
New +$86.3K 0.03% 201
2014
Q2 		– Sell
-367
Closed -$19K – 938
2014
Q1 		$19K Buy
+367
New +$18K 0.01% 326

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

SignatureFD's IYE Position: Q2 2026 in Review

SignatureFD held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 1,100 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

SignatureFD first reported a position in IYE in Q1 2014 and has held it in 25 quarters since. The position peaked at $121K in Q1 2015. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • SignatureFD held 1,100 shares of iShares US Energy ETF worth $62.2K as of Q2 2026.
  • SignatureFD left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1738 holding.
  • SignatureFD first reported a position in iShares US Energy ETF in Q1 2014 and has held it in 25 quarters since.
  • SignatureFD's iShares US Energy ETF position peaked at $121K in Q1 2015.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.