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TRUE Private Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

TRUE Private Wealth Advisors’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 		$464K Buy
8,207
+1
+0% +$61 0.04% 183
2026
Q1 		$532K Sell
8,206
-2,494
-23% -$141K 0.05% 157
2025
Q4 		$509K Buy
10,700
+1
+0% +$47 0.05% 156
2025
Q3 		$508K Sell
10,699
-1
-0% -$47 0.05% 157
2025
Q2 		$484K Hold
10,700
– – 0.05% 149
2025
Q1 		$527K Buy
10,700
+1
+0% +$48 0.06% 128
2024
Q4 		$488K Hold
10,699
– – 0.06% 137
2024
Q3 		$496K Sell
10,699
-1
-0% -$47 0.06% 126
2024
Q2 		$514K Buy
10,700
+2,493
+30% +$122K 0.06% 157
2024
Q1 		$405K Buy
8,207
+343
+4% +$15.4K 0.05% 196
2023
Q4 		$347K Hold
7,864
– – 0.04% 205
2023
Q3 		$373K Buy
7,864
+489
+7% +$22.6K 0.05% 172
2023
Q2 		$316K Buy
7,375
+1
+0% +$43 0.05% 164
2023
Q1 		$323K Sell
7,374
-1,399
-16% -$63.3K 0.05% 160
2022
Q4 		$408K Buy
8,773
+2,237
+34% +$105K 0.06% 132
2022
Q3 		$256K Buy
6,536
+194
+3% +$7.96K 0.04% 173
2022
Q2 		$241K Sell
6,342
-9,209
-59% -$391K 0.04% 192
2022
Q1 		$675K Sell
15,551
-5,806
-27% -$214K 0.1% 113
2021
Q4 		$642K Sell
21,357
-5,235
-20% -$161K 0.09% 131
2021
Q3 		$751K Buy
26,592
+1,728
+7% +$46.4K 0.11% 114
2021
Q2 		$723K Buy
24,864
+5,494
+28% +$153K 0.11% 113
2021
Q1 		$508K Buy
19,370
+8,591
+80% +$211K 0.08% 133
2020
Q4 		$218K Buy
10,779
+746
+7% +$13.7K 0.04% 187
2020
Q3 		$160K Buy
10,033
+1,934
+24% +$36.5K 0.03% 203
2020
Q2 		$162K Hold
8,099
– – 0.03% 191
2020
Q1 		$123K Buy
+8,099
New +$204K 0.03% 184
2018
Q4 		– Sell
-274,481
Closed -$11.6M – 591
2018
Q3 		$11.6M Buy
+274,481
New +$11.4M 1.63% 15

Other funds holding IYE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TRUE Private Wealth Advisors's IYE Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares US Energy ETF (IYE) stake by 0.01% in Q2 2026, buying an estimated $61 and bringing the position to 8,207 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #183.

TRUE Private Wealth Advisors first reported a position in IYE in Q3 2018 and has held it in 27 quarters since. The position peaked at $11.6M in Q3 2018. 188 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • TRUE Private Wealth Advisors held 8,207 shares of iShares US Energy ETF worth $464K as of Q2 2026.
  • TRUE Private Wealth Advisors bought 1 iShares US Energy ETF share in Q2 2026, an estimated $61.
  • iShares US Energy ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares US Energy ETF in Q3 2018 and has held it in 27 quarters since.
  • TRUE Private Wealth Advisors's iShares US Energy ETF position peaked at $11.6M in Q3 2018.
  • 188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.