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Sunbelt Securities’s iShares US Energy ETF IYE Stock Holding History

Sunbelt Securities’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
Q1 		$356K Sell
5,489
-2,130
-28% -$121K 0.02% 485
2025
Q4 		$362K Sell
7,619
-1,989
-21% -$94.1K 0.02% 483
2025
Q3 		$457K Sell
9,608
-29,660
-76% -$1.38M 0.03% 413
2025
Q2 		$1.79M Sell
39,268
-974
-2% -$43K 0.16% 119
2025
Q1 		$1.98M Buy
40,242
+974
+2% +$46.4K 0.18% 100
2024
Q4 		$1.77M Buy
39,268
+3,658
+10% +$175K 0.16% 122
2024
Q3 		$1.65M Buy
35,610
+3,158
+10% +$149K 0.16% 130
2024
Q2 		$1.56M Sell
32,452
-972
-3% -$47.5K 0.16% 125
2024
Q1 		$1.65M Buy
33,424
+2,203
+7% +$99.1K 0.18% 116
2023
Q4 		$1.38M Sell
31,221
-400
-1% -$18K 0.17% 133
2023
Q3 		$1.5M Sell
31,621
-5,603
-15% -$258K 0.21% 106
2023
Q2 		$1.59M Sell
37,224
-5,215
-12% -$223K 0.23% 99
2023
Q1 		$1.84M Buy
42,439
+1,594
+4% +$72.1K 0.3% 80
2022
Q4 		$1.9M Sell
40,845
-15,092
-27% -$705K 0.37% 67
2022
Q3 		$2.2M Buy
55,937
+11,756
+27% +$483K 0.46% 50
2022
Q2 		$1.68M Sell
44,181
-11,910
-21% -$506K 0.36% 74
2022
Q1 		$2.32M Buy
56,091
+1,115
+2% +$41.1K 0.43% 59
2021
Q4 		$1.99M Buy
54,976
+29,678
+117% +$913K 0.32% 76
2021
Q3 		$666K Hold
25,298
– – 0.12% 207
2021
Q2 		$666K Buy
+25,298
New +$705K 0.12% 207

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Sunbelt Securities's IYE Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares US Energy ETF (IYE) stake by 28% in Q1 2026, selling an estimated $121K and leaving 5,489 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #485.

Sunbelt Securities first reported a position in IYE in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.32M in Q1 2022. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Sunbelt Securities held 5,489 shares of iShares US Energy ETF worth $356K as of Q1 2026.
  • Sunbelt Securities sold 2,130 iShares US Energy ETF shares in Q1 2026, an estimated $121K.
  • iShares US Energy ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #485 holding.
  • Sunbelt Securities first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 20 quarters since.
  • Sunbelt Securities's iShares US Energy ETF position peaked at $2.32M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.