Greenwich Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Greenwich 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 Q1	$266K	Buy	+4,110	New	+$233K	0.01%	257
2025 Q4	–	Sell	-4,662	Closed	-$222K	–	292
2025 Q3	$222K	Hold	4,662	–	–	0.01%	255
2025 Q2	$211K	Sell	4,662 -705	-13%	-$31.2K	0.01%	232
2025 Q1	$265K	Hold	5,367	–	–	0.02%	204
2024 Q4	$245K	Hold	5,367	–	–	0.02%	217
2024 Q3	$249K	Hold	5,367	–	–	0.02%	216
2024 Q2	$258K	Hold	5,367	–	–	0.02%	206
2024 Q1	$265K	Hold	5,367	–	–	0.02%	198
2023 Q4	$237K	Buy	5,367 +29	+0.5%	+$1.3K	0.02%	201
2023 Q3	$253K	Hold	5,338	–	–	0.03%	193
2023 Q2	$229K	Buy	5,338 +23	+0.4%	+$985	0.02%	199
2023 Q1	$233K	Sell	5,315 -8	-0.2%	-$362	0.03%	199
2022 Q4	$247K	Buy	5,323 +123	+2%	+$5.75K	0.03%	198
2022 Q3	$204K	Buy	+5,200	New	+$213K	0.02%	210
2022 Q2	–	Sell	-5,168	Closed	-$211K	–	238
2022 Q1	$211K	Buy	+5,168	New	+$190K	0.02%	222

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Greenwich Wealth Management's IYE Position: Q1 2026 in Review

Greenwich Wealth Management opened a new position in iShares US Energy ETF (IYE) in Q1 2026: 4,110 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Greenwich Wealth Management previously reported a position in IYE as recently as Q3 2025.

Greenwich Wealth Management first reported a position in IYE in Q1 2022 and has held it in 15 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Greenwich Wealth Management held 4,110 shares of iShares US Energy ETF worth $266K as of Q1 2026.
iShares US Energy ETF was a new Greenwich Wealth Management position in Q1 2026.
iShares US Energy ETF made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #257 holding.
Greenwich Wealth Management first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 15 quarters since.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.