Stifel Financial
IYE icon

Stifel Financial’s iShares US Energy ETF IYE Stock Holding History

Stifel Financial’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 		$2.29M Sell
40,417
-2,360
-6% -$143K ﹤0.01% 1977
2026
Q1 		$2.77M Buy
42,777
+4,809
+13% +$273K ﹤0.01% 1723
2025
Q4 		$1.8M Sell
37,968
-7,973
-17% -$377K ﹤0.01% 2003
2025
Q3 		$2.18M Sell
45,941
-14,894
-24% -$693K ﹤0.01% 1844
2025
Q2 		$2.75M Sell
60,835
-9,693
-14% -$428K ﹤0.01% 1614
2025
Q1 		$3.48M Buy
70,528
+25,701
+57% +$1.23M ﹤0.01% 1394
2024
Q4 		$2.04M Buy
44,827
+3,989
+10% +$191K ﹤0.01% 1764
2024
Q3 		$1.89M Sell
40,838
-7,461
-15% -$351K ﹤0.01% 1812
2024
Q2 		$2.32M Sell
48,299
-299
-0.6% -$14.6K ﹤0.01% 1622
2024
Q1 		$2.4M Sell
48,598
-38,709
-44% -$1.74M ﹤0.01% 1590
2023
Q4 		$3.85M Sell
87,307
-1,949
-2% -$87.6K ﹤0.01% 1252
2023
Q3 		$4.23M Buy
89,256
+349
+0.4% +$16.1K 0.01% 1124
2023
Q2 		$3.81M Sell
88,907
-118,774
-57% -$5.09M 0.01% 1208
2023
Q1 		$9.09M Sell
207,681
-89,932
-30% -$4.07M 0.01% 727
2022
Q4 		$13.8M Buy
297,613
+7,429
+3% +$347K 0.02% 564
2022
Q3 		$11.4M Sell
290,184
-77,423
-21% -$3.18M 0.02% 599
2022
Q2 		$14M Sell
367,607
-44,814
-11% -$1.9M 0.02% 549
2022
Q1 		$16.9M Buy
412,421
+200,293
+94% +$7.38M 0.02% 553
2021
Q4 		$6.38M Sell
212,128
-64,204
-23% -$1.98M 0.01% 936
2021
Q3 		$7.81M Sell
276,332
-87,540
-24% -$2.35M 0.01% 817
2021
Q2 		$10.6M Buy
363,872
+143,637
+65% +$4M 0.02% 684
2021
Q1 		$5.78M Buy
+220,235
New +$5.42M 0.01% 878
2020
Q1 		– Sell
-24,349
Closed -$782K – 2958
2019
Q4 		$782K Buy
+24,349
New +$769K ﹤0.01% 1995
2019
Q3 		– Sell
-7,118
Closed -$243K – 2916
2019
Q2 		$243K Sell
7,118
-2,832
-28% -$98.3K ﹤0.01% 2612
2019
Q1 		$359K Buy
9,950
+22
+0.2% +$770 ﹤0.01% 2252
2018
Q4 		$307K Sell
9,928
-8,517
-46% -$313K ﹤0.01% 2211
2018
Q3 		$773K Sell
18,445
-54,639
-75% -$2.26M ﹤0.01% 1845
2018
Q2 		$3.06M Sell
73,084
-19
-0% -$776 0.01% 1008
2018
Q1 		$2.7M Buy
73,103
+58,567
+403% +$2.27M 0.01% 1024
2017
Q4 		$580K Sell
14,536
-244
-2% -$9.19K ﹤0.01% 1829
2017
Q3 		$553K Buy
14,780
+571
+4% +$20.3K ﹤0.01% 1822
2017
Q2 		$505K Sell
14,209
-1,376
-9% -$50.8K ﹤0.01% 1869
2017
Q1 		$606K Buy
15,585
+2,200
+16% +$87.5K ﹤0.01% 1705
2016
Q4 		$559K Buy
13,385
+1,090
+9% +$43.5K ﹤0.01% 1717
2016
Q3 		$481K Sell
12,295
-13
-0.1% -$495 ﹤0.01% 1747
2016
Q2 		$472K Buy
12,308
+3,485
+39% +$129K ﹤0.01% 1791
2016
Q1 		$307K Sell
8,823
-21,298
-71% -$694K ﹤0.01% 1808
2015
Q4 		$1.02M Buy
30,121
+19,559
+185% +$723K 0.01% 1294
2015
Q3 		$362K Sell
10,562
-3,102
-23% -$117K ﹤0.01% 1739
2015
Q2 		$579K Buy
13,664
+2,667
+24% +$120K ﹤0.01% 1613
2015
Q1 		$479K Sell
10,997
-868
-7% -$38K ﹤0.01% 1643
2014
Q4 		$532K Buy
11,865
+2,456
+26% +$116K ﹤0.01% 1585
2014
Q3 		$485K Sell
9,409
-173
-2% -$9.52K ﹤0.01% 1545
2014
Q2 		$544K Sell
9,582
-17,185
-64% -$927K ﹤0.01% 1441
2014
Q1 		$1.36M Buy
+26,767
New +$1.32M 0.01% 900

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

Stifel Financial's IYE Position: Q2 2026 in Review

Stifel Financial reduced its iShares US Energy ETF (IYE) stake by 5.5% in Q2 2026, selling an estimated $143K and leaving 40,417 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Stifel Financial first reported a position in IYE in Q1 2014 and has held it in 45 quarters since. The position peaked at $16.9M in Q1 2022. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Stifel Financial held 40,417 shares of iShares US Energy ETF worth $2.29M as of Q2 2026.
  • Stifel Financial sold 2,360 iShares US Energy ETF shares in Q2 2026, an estimated $143K.
  • iShares US Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1977 holding.
  • Stifel Financial first reported a position in iShares US Energy ETF in Q1 2014 and has held it in 45 quarters since.
  • Stifel Financial's iShares US Energy ETF position peaked at $16.9M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.