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Kesler Norman & Wride’s iShares US Energy ETF IYE Stock Holding History

Kesler Norman & Wride’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 		$750K Buy
13,249
+3,542
+36% +$215K 0.12% 169
2026
Q1 		$629K Buy
+9,707
New +$551K 0.11% 171
2024
Q3 		– Sell
-12,340
Closed -$592K – 229
2024
Q2 		$592K Sell
12,340
-1,225
-9% -$59.8K 0.13% 126
2024
Q1 		$670K Sell
13,565
-10,481
-44% -$471K 0.14% 117
2023
Q4 		$1.06M Sell
24,046
-2,240
-9% -$101K 0.24% 100
2023
Q3 		$1.25M Sell
26,286
-4,253
-14% -$196K 0.31% 92
2023
Q2 		$1.31M Sell
30,539
-2,275
-7% -$97.5K 0.32% 92
2023
Q1 		$1.44M Sell
32,814
-13,137
-29% -$594K 0.36% 87
2022
Q4 		$2.14M Sell
45,951
-21,057
-31% -$984K 0.55% 55
2022
Q3 		$2.63M Sell
67,008
-37,629
-36% -$1.54M 0.73% 59
2022
Q2 		$3.99M Sell
104,637
-68,576
-40% -$2.91M 1.11% 28
2022
Q1 		$7.09M Buy
173,213
+150,212
+653% +$5.54M 1.58% 17
2021
Q4 		$692K Sell
23,001
-5,617
-20% -$173K 0.15% 121
2021
Q3 		$809K Sell
28,618
-120,806
-81% -$3.25M 0.19% 118
2021
Q2 		$3.99M Buy
149,424
+140,666
+1,606% +$3.92M 0.92% 49
2021
Q1 		$230K Buy
+8,758
New +$215K 0.06% 144

Other funds holding IYE

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Kesler Norman & Wride's IYE Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares US Energy ETF (IYE) stake by 36% in Q2 2026, buying an estimated $215K and bringing the position to 13,249 shares worth $750K. The position accounts for 0.12% of the portfolio, ranked #169.

Kesler Norman & Wride first reported a position in IYE in Q1 2021 and has held it in 16 quarters since. The position peaked at $7.09M in Q1 2022. 94 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Kesler Norman & Wride held 13,249 shares of iShares US Energy ETF worth $750K as of Q2 2026.
  • Kesler Norman & Wride bought 3,542 iShares US Energy ETF shares in Q2 2026, an estimated $215K.
  • iShares US Energy ETF made up 0.12% of Kesler Norman & Wride's portfolio in Q2 2026, its #169 holding.
  • Kesler Norman & Wride first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 16 quarters since.
  • Kesler Norman & Wride's iShares US Energy ETF position peaked at $7.09M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.