Baird Financial Group
IYE icon

Baird Financial Group’s iShares US Energy ETF IYE Stock Holding History

Baird Financial Group’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 		$1.51M Sell
26,665
-73,524
-73% -$4.46M ﹤0.01% 1195
2026
Q1 		$6.49M Buy
100,189
+72,151
+257% +$4.09M 0.01% 672
2025
Q4 		$1.33M Buy
28,038
+1,011
+4% +$47.8K ﹤0.01% 1159
2025
Q3 		$1.28M Sell
27,027
-4,201
-13% -$196K ﹤0.01% 1182
2025
Q2 		$1.41M Sell
31,228
-1,777
-5% -$78.5K ﹤0.01% 1116
2025
Q1 		$1.63M Buy
33,005
+3,689
+13% +$176K ﹤0.01% 1026
2024
Q4 		$1.34M Sell
29,316
-731
-2% -$35K ﹤0.01% 1091
2024
Q3 		$1.39M Sell
30,047
-2,833
-9% -$133K ﹤0.01% 1071
2024
Q2 		$1.58M Sell
32,880
-1,214
-4% -$59.3K ﹤0.01% 1026
2024
Q1 		$1.68M Sell
34,094
-1,928
-5% -$86.7K ﹤0.01% 1000
2023
Q4 		$1.59M Sell
36,022
-522
-1% -$23.5K ﹤0.01% 999
2023
Q3 		$1.73M Buy
36,544
+6,464
+21% +$298K ﹤0.01% 949
2023
Q2 		$1.29M Buy
30,080
+9,891
+49% +$424K ﹤0.01% 1034
2023
Q1 		$883K Sell
20,189
-526
-3% -$23.8K ﹤0.01% 1129
2022
Q4 		$963K Buy
20,715
+4,245
+26% +$198K ﹤0.01% 1078
2022
Q3 		$647K Sell
16,470
-37,713
-70% -$1.55M ﹤0.01% 1202
2022
Q2 		$2.06M Buy
54,183
+7,593
+16% +$322K 0.01% 838
2022
Q1 		$1.91M Buy
46,590
+7,856
+20% +$290K ﹤0.01% 928
2021
Q4 		$1.17M Buy
38,734
+12,028
+45% +$370K ﹤0.01% 1145
2021
Q3 		$755K Sell
26,706
-4,779
-15% -$128K ﹤0.01% 1315
2021
Q2 		$916K Buy
31,485
+1,954
+7% +$54.4K ﹤0.01% 1211
2021
Q1 		$775K Buy
29,531
+19,265
+188% +$474K ﹤0.01% 1230
2020
Q4 		$208K Buy
+10,266
New +$188K ﹤0.01% 1504
2018
Q4 		– Sell
-5,429
Closed -$230K – 1316
2018
Q3 		$230K Buy
+5,429
New +$225K ﹤0.01% 1253
2016
Q3 		– Sell
-7,129
Closed -$273K – 1210
2016
Q2 		$273K Sell
7,129
-23
-0.3% -$852 ﹤0.01% 1063
2016
Q1 		$249K Sell
7,152
-13,410
-65% -$437K ﹤0.01% 1102
2015
Q4 		$696K Buy
+20,562
New +$760K 0.01% 810

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

Baird Financial Group's IYE Position: Q2 2026 in Review

Baird Financial Group reduced its iShares US Energy ETF (IYE) stake by 73% in Q2 2026, selling an estimated $4.46M and leaving 26,665 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Baird Financial Group first reported a position in IYE in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.49M in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Baird Financial Group held 26,665 shares of iShares US Energy ETF worth $1.51M as of Q2 2026.
  • Baird Financial Group sold 73,524 iShares US Energy ETF shares in Q2 2026, an estimated $4.46M.
  • iShares US Energy ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1195 holding.
  • Baird Financial Group first reported a position in iShares US Energy ETF in Q4 2015 and has held it in 27 quarters since.
  • Baird Financial Group's iShares US Energy ETF position peaked at $6.49M in Q1 2026.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.