Smartleaf Asset Management’s iShares US Energy ETF IYE Stock Holding History

Smartleaf Asset Management’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	$26.7K	Hold	468	–	–	﹤0.01%	1852
2026 Q1	$30.7K	Hold	468	–	–	﹤0.01%	1729
2025 Q4	$22.4K	Sell	468 -10,039	-96%	-$475K	﹤0.01%	1972
2025 Q3	$504K	Buy	+10,507	New	+$489K	0.03%	483
2025 Q2	–	Sell	-7,639	Closed	-$372K	–	2859
2025 Q1	$372K	Sell	7,639 -1,182	-13%	-$56.3K	0.04%	420
2024 Q4	$397K	Buy	+8,821	New	+$423K	0.04%	372
2024 Q2	–	Sell	-7	Closed	-$342	–	2752
2024 Q1	$342	Buy	+7	New	+$315	﹤0.01%	1796

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

Smartleaf Asset Management's IYE Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 468 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Smartleaf Asset Management first reported a position in IYE in Q1 2024 and has held it in 7 quarters since. The position peaked at $504K in Q3 2025. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Smartleaf Asset Management held 468 shares of iShares US Energy ETF worth $26.7K as of Q2 2026.
Smartleaf Asset Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1852 holding.
Smartleaf Asset Management first reported a position in iShares US Energy ETF in Q1 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's iShares US Energy ETF position peaked at $504K in Q3 2025.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.