SPIA
IYE icon

Steward Partners Investment Advisory’s iShares US Energy ETF IYE Stock Holding History

Steward Partners Investment Advisory’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 		$2.15M Sell
38,071
-152
-0.4% -$9.21K 0.01% 886
2026
Q1 		$2.48M Sell
38,223
-2,032
-5% -$115K 0.01% 776
2025
Q4 		$1.91M Sell
40,255
-2,797
-6% -$132K 0.01% 803
2025
Q3 		$2.05M Buy
43,052
+3,075
+8% +$143K 0.01% 768
2025
Q2 		$1.81M Sell
39,977
-9,254
-19% -$409K 0.01% 748
2025
Q1 		$2.43M Sell
49,231
-1,215
-2% -$57.9K 0.02% 605
2024
Q4 		$2.3M Sell
50,446
-3,002
-6% -$144K 0.02% 589
2024
Q3 		$2.48M Sell
53,448
-1,508
-3% -$71K 0.02% 561
2024
Q2 		$2.64M Sell
54,956
-1,746
-3% -$85.3K 0.03% 503
2024
Q1 		$2.8M Buy
56,702
+44,870
+379% +$2.02M 0.03% 474
2023
Q4 		$522K Sell
11,832
-2,218
-16% -$99.7K 0.01% 981
2023
Q3 		$666K Sell
14,050
-4,394
-24% -$203K 0.01% 816
2023
Q2 		$790K Sell
18,444
-62,257
-77% -$2.67M 0.01% 772
2023
Q1 		$3.53M Sell
80,701
-11,080
-12% -$501K 0.06% 331
2022
Q4 		$4.27M Sell
91,781
-1,327
-1% -$62K 0.07% 279
2022
Q3 		$3.66M Buy
93,108
+32,798
+54% +$1.35M 0.07% 285
2022
Q2 		$2.3M Sell
60,310
-29,497
-33% -$1.25M 0.04% 392
2022
Q1 		$3.67M Sell
89,807
-87,926
-49% -$3.24M 0.06% 326
2021
Q4 		$5.35M Sell
177,733
-2,166
-1% -$66.7K 0.08% 252
2021
Q3 		$5.08M Sell
179,899
-10,373
-5% -$279K 0.09% 253
2021
Q2 		$5.54M Buy
190,272
+11,687
+7% +$325K 0.09% 224
2021
Q1 		$4.68M Buy
178,585
+46,335
+35% +$1.14M 0.08% 255
2020
Q4 		$2.68M Buy
132,250
+15,669
+13% +$288K 0.06% 313
2020
Q3 		$1.86M Buy
116,581
+111,374
+2,139% +$2.1M 0.05% 338
2020
Q2 		$104K Hold
5,207
– – ﹤0.01% 1138
2020
Q1 		$79K Buy
5,207
+374
+8% +$9.43K ﹤0.01% 1085
2019
Q4 		$155K Sell
4,833
-243
-5% -$7.68K ﹤0.01% 964
2019
Q3 		$161K Sell
5,076
-111
-2% -$3.61K 0.01% 913
2019
Q2 		$178K Buy
+5,187
New +$180K 0.01% 859
2018
Q4 		– Sell
-5,718
Closed -$240K – 1465
2018
Q3 		$240K Hold
5,718
– – 0.01% 677
2018
Q2 		$240K Buy
5,718
+1,127
+25% +$46K 0.01% 616
2018
Q1 		$169K Buy
4,591
+373
+9% +$14.5K 0.01% 648
2017
Q4 		$167K Buy
4,218
+3,388
+408% +$128K 0.01% 557
2017
Q3 		$31K Buy
830
+9
+1% +$320 ﹤0.01% 819
2017
Q2 		$29K Buy
821
+478
+139% +$17.6K ﹤0.01% 775
2017
Q1 		$13K Buy
+343
New +$13.6K ﹤0.01% 870

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

Steward Partners Investment Advisory's IYE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Energy ETF (IYE) stake by 0.4% in Q2 2026, selling an estimated $9.21K and leaving 38,071 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #886.

Steward Partners Investment Advisory first reported a position in IYE in Q1 2017 and has held it in 36 quarters since. The position peaked at $5.54M in Q2 2021. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Steward Partners Investment Advisory held 38,071 shares of iShares US Energy ETF worth $2.15M as of Q2 2026.
  • Steward Partners Investment Advisory sold 152 iShares US Energy ETF shares in Q2 2026, an estimated $9.21K.
  • iShares US Energy ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #886 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Energy ETF in Q1 2017 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's iShares US Energy ETF position peaked at $5.54M in Q2 2021.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.