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

Adirondack Capital 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
Q3 		$393K Hold
6,060
– – 0.2% 32
2026
Q2 		$343K Buy
6,060
+360
+6% +$21.8K 0.18% 33
2026
Q1 		$369K Hold
5,700
– – 0.24% 28
2025
Q4 		$271K Buy
+5,700
New +$270K 0.18% 31

Other funds holding IYE

BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Adirondack Capital Advisors's IYE Position: Q3 2026 in Review

Adirondack Capital Advisors held its iShares US Energy ETF (IYE) position steady in Q3 2026 at 6,060 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #32.

Adirondack Capital Advisors first reported a position in IYE in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

  • Adirondack Capital Advisors held 6,060 shares of iShares US Energy ETF worth $393K as of Q3 2026.
  • Adirondack Capital Advisors left its iShares US Energy ETF share count unchanged in Q3 2026.
  • iShares US Energy ETF made up 0.2% of Adirondack Capital Advisors's portfolio in Q3 2026, its #32 holding.
  • Adirondack Capital Advisors first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Adirondack Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.