Interchange Capital Partners’s iShares US Energy ETF IYE Stock Holding History

Interchange Capital Partners’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	–	Sell	-4,674	Closed	-$222K	–	396
2025 Q4	$222K	Sell	4,674 -129	-3%	-$6.11K	0.04%	375
2025 Q3	$228K	Sell	4,803 -162	-3%	-$7.54K	0.04%	320
2025 Q2	$225K	Buy	4,965 +17	+0.3%	+$751	0.05%	258
2025 Q1	$244K	Buy	+4,948	New	+$236K	0.07%	231
2023 Q1	–	Sell	-6,007	Closed	-$279K	–	227
2022 Q4	$279K	Buy	+6,007	New	+$281K	0.28%	85
2021 Q1	–	Sell	-960	Closed	-$19K	–	678
2020 Q4	$19K	Buy	+960	New	+$17.6K	0.01%	645

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Interchange Capital Partners's IYE Position: Q1 2026 in Review

Interchange Capital Partners sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 4,674 shares — an estimated $222K sold.

Interchange Capital Partners first reported a position in IYE in Q4 2020 and held it in 6 quarters. The position peaked at $279K in Q4 2022. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Interchange Capital Partners reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
Interchange Capital Partners sold 4,674 iShares US Energy ETF shares in Q1 2026, an estimated $222K.
Interchange Capital Partners first reported a position in iShares US Energy ETF in Q4 2020 and held it in 6 quarters.
Interchange Capital Partners's iShares US Energy ETF position peaked at $279K in Q4 2022.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.