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StoneX Group’s iShares US Energy ETF IYE Stock Holding History

StoneX Group’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
2025
Q3 		– Sell
-6,356
Closed -$287K – 971
2025
Q2 		$287K Buy
+6,356
New +$281K 0.01% 679
2024
Q1 		– Sell
-5,202
Closed -$230K – 408
2023
Q4 		$230K Buy
5,202
+143
+3% +$6.42K 0.12% 250
2023
Q3 		$242K Sell
5,059
-588
-10% -$27.1K 0.13% 237
2023
Q2 		$242K Sell
5,647
-24
-0.4% -$1.03K 0.14% 244
2023
Q1 		$248K Buy
5,671
+590
+12% +$26.7K 0.15% 220
2022
Q4 		$236K Sell
5,081
-937
-16% -$43.8K 0.03% 358
2022
Q3 		$238K Sell
6,018
-3,470
-37% -$142K 0.04% 247
2022
Q2 		$362K Sell
9,488
-2,697
-22% -$115K 0.06% 218
2022
Q1 		$499K Sell
12,185
-1,577
-11% -$58.1K 0.05% 313
2021
Q4 		$414K Buy
13,762
+1,386
+11% +$42.7K 0.05% 333
2021
Q3 		$350K Buy
12,376
+16
+0.1% +$430 0.05% 323
2021
Q2 		$360K Buy
+12,360
New +$344K 0.05% 309

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

StoneX Group's IYE Position: Q3 2025 in Review

StoneX Group sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 6,356 shares — an estimated $287K sold.

StoneX Group first reported a position in IYE in Q2 2021 and held it in 12 quarters. The position peaked at $499K in Q1 2022. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

  • StoneX Group reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
  • StoneX Group sold 6,356 iShares US Energy ETF shares in Q3 2025, an estimated $287K.
  • StoneX Group first reported a position in iShares US Energy ETF in Q2 2021 and held it in 12 quarters.
  • StoneX Group's iShares US Energy ETF position peaked at $499K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.