SMFG
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Sumitomo Mitsui Financial Group’s iShares US Energy ETF IYE Stock Holding History

Sumitomo Mitsui Financial 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
2026
Q2 		$3.21M Sell
56,691
-2,938
-5% -$178K 0.06% 75
2026
Q1 		$3.86M Sell
59,629
-14,667
-20% -$832K 0.08% 68
2025
Q4 		$3.53M Sell
74,296
-4,118
-5% -$195K 0.06% 72
2025
Q3 		$3.73M Sell
78,414
-4,295
-5% -$200K 0.07% 65
2025
Q2 		$3.74M Buy
82,709
+1,426
+2% +$63K 0.06% 65
2025
Q1 		$4.01M Sell
81,283
-4,829
-6% -$230K 0.07% 63
2024
Q4 		$3.92M Sell
86,112
-7,331
-8% -$351K 0.05% 67
2024
Q3 		$4.33M Sell
93,443
-13,208
-12% -$622K 0.1% 59
2024
Q2 		$5.12M Buy
106,651
+2,475
+2% +$121K 0.16% 52
2024
Q1 		$5.15M Sell
104,176
-6,989
-6% -$314K 0.16% 51
2023
Q4 		$4.9M Buy
111,165
+2,304
+2% +$104K 0.16% 54
2023
Q3 		$5.16M Sell
108,861
-5,160
-5% -$238K 0.17% 53
2023
Q2 		$4.88M Sell
114,021
-15,216
-12% -$652K 0.16% 56
2023
Q1 		$5.65M Sell
129,237
-4,820
-4% -$218K 0.18% 54
2022
Q4 		$6.23M Sell
134,057
-18,517
-12% -$866K 0.24% 56
2022
Q3 		$6M Buy
152,574
+13,847
+10% +$569K 0.25% 57
2022
Q2 		$5.29M Buy
138,727
+7,088
+5% +$301K 0.15% 72
2022
Q1 		$5.39M Buy
131,639
+9,211
+8% +$339K 0.16% 71
2021
Q4 		$3.69M Sell
122,428
-16,477
-12% -$507K 0.11% 80
2021
Q3 		$3.92M Buy
138,905
+13,161
+10% +$354K 0.09% 78
2021
Q2 		$3.66M Buy
125,744
+13,151
+12% +$366K 0.08% 74
2021
Q1 		$2.95M Buy
112,593
+24,094
+27% +$593K 0.07% 71
2020
Q4 		$1.79M Buy
88,499
+5,276
+6% +$96.9K 0.04% 82
2020
Q3 		$1.33M Sell
83,223
-1,532
-2% -$28.9K 0.05% 87
2020
Q2 		$1.7M Buy
84,755
+55,624
+191% +$1.09M 0.06% 63
2020
Q1 		$447K Buy
29,131
+25,463
+694% +$642K 0.02% 96
2019
Q4 		$118K Sell
3,668
-1,889
-34% -$59.7K 0.01% 111
2019
Q3 		$176K Sell
5,557
-284
-5% -$9.23K 0.01% 100
2019
Q2 		$201K Sell
5,841
-6,398
-52% -$222K 0.02% 89
2019
Q1 		$441K Sell
12,239
-1,868
-13% -$65.4K 0.04% 81
2018
Q4 		$437K Buy
14,107
+1,075
+8% +$39.5K 0.03% 75
2018
Q3 		$547K Buy
13,032
+2,401
+23% +$99.3K 0.04% 70
2018
Q2 		$446K Sell
10,631
-30,853
-74% -$1.26M 0.05% 62
2018
Q1 		$1.53M Sell
41,484
-49,874
-55% -$1.93M 0.14% 43
2017
Q4 		$3.62M Sell
91,358
-2,515
-3% -$94.7K 0.47% 15
2017
Q3 		$3.51M Buy
93,873
+2,456
+3% +$87.3K 0.42% 18
2017
Q2 		$3.25M Buy
+91,417
New +$3.37M 0.66% 16

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

Sumitomo Mitsui Financial Group's IYE Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its iShares US Energy ETF (IYE) stake by 4.9% in Q2 2026, selling an estimated $178K and leaving 56,691 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #75.

Sumitomo Mitsui Financial Group first reported a position in IYE in Q2 2017 and has held it in 37 quarters since. The position peaked at $6.23M in Q4 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 56,691 shares of iShares US Energy ETF worth $3.21M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 2,938 iShares US Energy ETF shares in Q2 2026, an estimated $178K.
  • iShares US Energy ETF made up 0.06% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #75 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares US Energy ETF in Q2 2017 and has held it in 37 quarters since.
  • Sumitomo Mitsui Financial Group's iShares US Energy ETF position peaked at $6.23M in Q4 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.