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Southern Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Southern Capital 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 		– Sell
-34,082
Closed -$2.21M – 87
2026
Q1 		$2.21M Buy
+34,082
New +$1.93M 1.03% 19

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Southern Capital Advisors's IYE Position: Q2 2026 in Review

Southern Capital Advisors sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 34,082 shares — an estimated $2.21M sold.

Southern Capital Advisors first reported a position in IYE in Q1 2026 and held it in 1 quarter. The position peaked at $2.21M in Q1 2026. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Southern Capital Advisors reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Southern Capital Advisors sold 34,082 iShares US Energy ETF shares in Q2 2026, an estimated $2.21M.
  • Southern Capital Advisors first reported a position in iShares US Energy ETF in Q1 2026 and held it in 1 quarter.
  • Southern Capital Advisors's iShares US Energy ETF position peaked at $2.21M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.