Atlantic Edge Private Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Atlantic Edge Private Wealth Management’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	$64.5K	Hold	1,140	–	–	0.01%	232
2026 Q1	$73.8K	Hold	1,140	–	–	0.02%	203
2025 Q4	$54.2K	Hold	1,140	–	–	0.01%	212
2025 Q3	$54.2K	Hold	1,140	–	–	0.01%	214
2025 Q2	$51.6K	Hold	1,140	–	–	0.01%	213
2025 Q1	$56.2K	Hold	1,140	–	–	0.02%	196
2024 Q4	$52K	Hold	1,140	–	–	0.02%	197
2024 Q3	$52.8K	Hold	1,140	–	–	0.02%	200
2024 Q2	$54.7K	Hold	1,140	–	–	0.02%	186
2024 Q1	$56.3K	Hold	1,140	–	–	0.02%	183
2023 Q4	$50.3K	Buy	+1,140	New	+$51.2K	0.02%	186

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IYE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 1,140 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #232.

Atlantic Edge Private Wealth Management first reported a position in IYE in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.8K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,140 shares of iShares US Energy ETF worth $64.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #232 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Energy ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares US Energy ETF position peaked at $73.8K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.