John Overdeck’s iShares US Energy ETF IYE Stock Holding History

John Overdeck’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	$1.69M	Buy	+29,900	New	+$1.81M	﹤0.01%	3150
2019 Q4	–	Sell	-17,352	Closed	-$551K	–	3817
2019 Q3	$551K	Buy	+17,352	New	+$564K	﹤0.01%	2487
2019 Q1	–	Sell	-37,143	Closed	-$1.16M	–	3253
2018 Q4	$1.16M	Buy	+37,143	New	+$1.37M	﹤0.01%	1556
2017 Q4	–	Sell	-5,632	Closed	-$211K	–	3258
2017 Q3	$211K	Buy	+5,632	New	+$200K	﹤0.01%	2572
2015 Q4	–	Sell	-15,377	Closed	-$528K	–	2812
2015 Q3	$528K	Buy	15,377 +9,337	+155%	+$353K	﹤0.01%	1514
2015 Q2	$256K	Buy	+6,040	New	+$271K	﹤0.01%	2510

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

John Overdeck's IYE Position: Q2 2026 in Review

John Overdeck opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 29,900 shares worth $1.69M. The stake represents ﹤0.01% of the portfolio and ranks #3150 among its holdings. This is a return to the name: John Overdeck previously reported a position in IYE as recently as Q3 2019.

John Overdeck first reported a position in IYE in Q2 2015 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

John Overdeck held 29,900 shares of iShares US Energy ETF worth $1.69M as of Q2 2026.
iShares US Energy ETF was a new John Overdeck position in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3150 holding.
John Overdeck first reported a position in iShares US Energy ETF in Q2 2015 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.