U.S. Capital Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

U.S. Capital 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 Q1	$271K	Buy	+4,190	New	+$238K	0.01%	859

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

U.S. Capital Wealth Advisors's IYE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in iShares US Energy ETF (IYE) in Q1 2026: 4,190 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings.

332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

U.S. Capital Wealth Advisors held 4,190 shares of iShares US Energy ETF worth $271K as of Q1 2026.
iShares US Energy ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
iShares US Energy ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #859 holding.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.