Triumph Capital Management’s iShares US Energy ETF IYE Stock Holding History

Triumph Capital Management’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	$63.7K	Sell	1,125 -4	-0.4%	-$243	0.01%	615
2026 Q1	$73.1K	Sell	1,129 -100	-8%	-$5.67K	0.01%	531
2025 Q4	$58.4K	Buy	+1,229	New	+$58.2K	0.01%	575
2024 Q2	–	Sell	-13,523	Closed	-$672K	–	258
2024 Q1	$672K	Buy	13,523 +248	+2%	+$11.2K	0.27%	92
2023 Q4	$586K	Buy	+13,275	New	+$596K	0.25%	88
2023 Q3	–	Sell	-21,895	Closed	-$938K	–	234
2023 Q2	$938K	Buy	+21,895	New	+$938K	0.43%	52

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Triumph Capital Management's IYE Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares US Energy ETF (IYE) stake by 0.35% in Q2 2026, selling an estimated $243 and leaving 1,125 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #615.

Triumph Capital Management first reported a position in IYE in Q2 2023 and has held it in 6 quarters since. The position peaked at $938K in Q2 2023. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Triumph Capital Management held 1,125 shares of iShares US Energy ETF worth $63.7K as of Q2 2026.
Triumph Capital Management sold 4 iShares US Energy ETF shares in Q2 2026, an estimated $243.
iShares US Energy ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #615 holding.
Triumph Capital Management first reported a position in iShares US Energy ETF in Q2 2023 and has held it in 6 quarters since.
Triumph Capital Management's iShares US Energy ETF position peaked at $938K in Q2 2023.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.