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United Capital Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

United Capital Financial 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 		$469K Hold
8,285
– – ﹤0.01% 1157
2026
Q1 		$537K Hold
8,285
– – ﹤0.01% 1035
2025
Q4 		$394K Buy
8,285
+3,055
+58% +$145K ﹤0.01% 1059
2025
Q3 		$249K Hold
5,230
– – ﹤0.01% 1082
2025
Q2 		$237K Sell
5,230
-364
-7% -$16.1K ﹤0.01% 995
2025
Q1 		$276K Hold
5,594
– – ﹤0.01% 917
2024
Q4 		$255K Sell
5,594
-1,606
-22% -$77K ﹤0.01% 943
2024
Q3 		$334K Hold
7,200
– – ﹤0.01% 836
2024
Q2 		$346K Sell
7,200
-707
-9% -$34.5K ﹤0.01% 800
2024
Q1 		$391K Sell
7,907
-6,492
-45% -$292K ﹤0.01% 799
2023
Q4 		$635K Sell
14,399
-13,031
-48% -$586K 0.01% 670
2023
Q3 		$1.3M Buy
27,430
+2,044
+8% +$94.3K 0.01% 472
2023
Q2 		$1.09M Sell
25,386
-583
-2% -$25K 0.01% 537
2023
Q1 		$1.14M Sell
25,969
-1,529
-6% -$69.2K 0.01% 546
2022
Q4 		$1.28M Sell
27,498
-6,881
-20% -$322K 0.01% 566
2022
Q3 		$1.35M Buy
34,379
+15,727
+84% +$646K 0.01% 548
2022
Q2 		$711K Sell
18,652
-1,797
-9% -$76.3K ﹤0.01% 707
2022
Q1 		$837K Buy
20,449
+1,034
+5% +$38.1K ﹤0.01% 709
2021
Q4 		$584K Sell
19,415
-762
-4% -$23.5K ﹤0.01% 817
2021
Q3 		$570K Buy
20,177
+3,880
+24% +$104K ﹤0.01% 825
2021
Q2 		$474K Buy
16,297
+1,646
+11% +$45.8K ﹤0.01% 873
2021
Q1 		$384K Sell
14,651
-2,993
-17% -$73.6K ﹤0.01% 922
2020
Q4 		$357K Sell
17,644
-7,844
-31% -$144K ﹤0.01% 944
2020
Q3 		$407K Buy
25,488
+131
+0.5% +$2.47K ﹤0.01% 880
2020
Q2 		$507K Buy
25,357
+471
+2% +$9.23K ﹤0.01% 862
2020
Q1 		$381K Sell
24,886
-10,390
-29% -$262K ﹤0.01% 915
2019
Q4 		$1.13M Sell
35,276
-3,577
-9% -$113K 0.01% 732
2019
Q3 		$1.23M Sell
38,853
-2,650
-6% -$86.1K 0.01% 685
2019
Q2 		$1.43M Buy
41,503
+5,073
+14% +$176K 0.01% 705
2019
Q1 		$1.31M Sell
36,430
-25,252
-41% -$884K 0.01% 703
2018
Q4 		$1.92M Sell
61,682
-206,550
-77% -$7.59M 0.02% 571
2018
Q3 		$11.3M Sell
268,232
-102,838
-28% -$4.26M 0.08% 273
2018
Q2 		$15.6M Buy
371,070
+263,812
+246% +$10.8M 0.12% 196
2018
Q1 		$3.96M Sell
107,258
-290,981
-73% -$11.3M 0.03% 449
2017
Q4 		$15.8M Buy
398,239
+365,101
+1,102% +$13.8M 0.12% 200
2017
Q3 		$1.24M Buy
33,138
+550
+2% +$19.6K 0.01% 717
2017
Q2 		$1.16M Sell
32,588
-327,846
-91% -$12.1M 0.01% 725
2017
Q1 		$13.9M Sell
360,434
-32,294
-8% -$1.28M 0.13% 184
2016
Q4 		$16.3M Sell
392,728
-79,015
-17% -$3.15M 0.16% 145
2016
Q3 		$18.4M Buy
471,743
+156,450
+50% +$5.96M 0.18% 133
2016
Q2 		$12M Buy
315,293
+274,049
+664% +$10.1M 0.12% 180
2016
Q1 		$1.43M Buy
41,244
+17,154
+71% +$559K 0.02% 609
2015
Q4 		$816K Buy
24,090
+7,769
+48% +$287K 0.01% 744
2015
Q3 		$560K Buy
16,321
+7,047
+76% +$266K 0.01% 860
2015
Q2 		$393K Sell
9,274
-252
-3% -$11.3K ﹤0.01% 1001
2015
Q1 		$444K Sell
9,526
-11,932
-56% -$523K 0.01% 937
2014
Q4 		$962K Sell
21,458
-436,424
-95% -$20.6M 0.01% 659
2014
Q3 		$23.6M Sell
457,882
-202,353
-31% -$11.1M 0.41% 61
2014
Q2 		$37.5M Sell
660,235
-1,081,859
-62% -$58.3M 0.7% 27
2014
Q1 		$88.8M Buy
1,742,094
+609,117
+54% +$29.9M 1.89% 4
2013
Q4 		$57.2M Buy
1,132,977
+15,122
+1% +$741K 1.95% 8
2013
Q3 		$52.7M Buy
1,117,855
+192,562
+21% +$9.01M 1.68% 13
2013
Q2 		$41.2M Buy
+925,293
New +$41.8M 1.09% 18

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

United Capital Financial Advisors's IYE Position: Q2 2026 in Review

United Capital Financial Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 8,285 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

United Capital Financial Advisors first reported a position in IYE in Q2 2013 and has held it in 53 quarters since. The position peaked at $88.8M in Q1 2014. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • United Capital Financial Advisors held 8,285 shares of iShares US Energy ETF worth $469K as of Q2 2026.
  • United Capital Financial Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1157 holding.
  • United Capital Financial Advisors first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's iShares US Energy ETF position peaked at $88.8M in Q1 2014.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.