Truist Financial
IYE icon

Truist Financial’s iShares US Energy ETF IYE Stock Holding History

Truist Financial’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 		$3.82M Buy
67,450
+35,569
+112% +$2.16M ﹤0.01% 1054
2026
Q1 		$2.06M Buy
31,881
+16,499
+107% +$936K ﹤0.01% 1303
2025
Q4 		$731K Buy
15,382
+3,743
+32% +$177K ﹤0.01% 1832
2025
Q3 		$553K Buy
11,639
+189
+2% +$8.8K ﹤0.01% 1970
2025
Q2 		$518K Sell
11,450
-14,357
-56% -$634K ﹤0.01% 1953
2025
Q1 		$1.27M Sell
25,807
-901
-3% -$42.9K ﹤0.01% 1426
2024
Q4 		$1.22M Buy
26,708
+1,051
+4% +$50.4K ﹤0.01% 1459
2024
Q3 		$1.19M Buy
25,657
+644
+3% +$30.3K ﹤0.01% 1445
2024
Q2 		$1.2M Buy
25,013
+181
+0.7% +$8.84K ﹤0.01% 1513
2024
Q1 		$1.23M Sell
24,832
-29,592
-54% -$1.33M ﹤0.01% 1514
2023
Q4 		$2.4M Buy
54,424
+28,410
+109% +$1.28M ﹤0.01% 1174
2023
Q3 		$1.23M Sell
26,014
-1,067
-4% -$49.2K ﹤0.01% 1472
2023
Q2 		$1.16M Sell
27,081
-34,991
-56% -$1.5M ﹤0.01% 1515
2023
Q1 		$2.72M Sell
62,072
-11,410
-16% -$516K ﹤0.01% 1086
2022
Q4 		$3.42M Sell
73,482
-1,792
-2% -$83.8K 0.01% 965
2022
Q3 		$2.96M Sell
75,274
-55,828
-43% -$2.29M 0.01% 991
2022
Q2 		$5M Sell
131,102
-132,135
-50% -$5.61M 0.01% 805
2022
Q1 		$10.8M Buy
263,237
+4,644
+2% +$171K 0.02% 615
2021
Q4 		$7.78M Buy
258,593
+93,417
+57% +$2.88M 0.01% 733
2021
Q3 		$4.67M Buy
165,176
+6,112
+4% +$164K 0.01% 911
2021
Q2 		$4.63M Buy
159,064
+91,167
+134% +$2.54M 0.01% 914
2021
Q1 		$1.78M Buy
+67,897
New +$1.67M ﹤0.01% 1292
2020
Q2 		– Sell
-11,721
Closed -$180K – 2494
2020
Q1 		$180K Buy
11,721
+152
+1% +$3.83K ﹤0.01% 2151
2019
Q4 		$372K Buy
+11,569
New +$365K ﹤0.01% 2040
2015
Q1 		– Sell
-5,058
Closed -$227K – 805
2014
Q4 		$227K Hold
5,058
– – 0.01% 717
2014
Q3 		$261K Hold
5,058
– – 0.01% 653
2014
Q2 		$287K Hold
5,058
– – 0.01% 648
2014
Q1 		$258K Sell
5,058
-49
-1% -$2.41K 0.01% 674
2013
Q4 		$258K Hold
5,107
– – 0.01% 673
2013
Q3 		$241K Buy
+5,107
New +$239K 0.01% 660

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

Truist Financial's IYE Position: Q2 2026 in Review

Truist Financial increased its iShares US Energy ETF (IYE) stake by 112% in Q2 2026, buying an estimated $2.16M and bringing the position to 67,450 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Truist Financial first reported a position in IYE in Q3 2013 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2022. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Truist Financial held 67,450 shares of iShares US Energy ETF worth $3.82M as of Q2 2026.
  • Truist Financial bought 35,569 iShares US Energy ETF shares in Q2 2026, an estimated $2.16M.
  • iShares US Energy ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1054 holding.
  • Truist Financial first reported a position in iShares US Energy ETF in Q3 2013 and has held it in 30 quarters since.
  • Truist Financial's iShares US Energy ETF position peaked at $10.8M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.