Marshall Wace’s iShares US Energy ETF IYE Stock Holding History

Marshall Wace’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	$10.1M	Buy	178,824 +19,988	+13%	+$1.21M	0.01%	1033
2026 Q1	$10.3M	Buy	+158,836	New	+$9.01M	0.01%	968
2021 Q4	–	Sell	-60,418	Closed	-$1.71M	–	4076
2021 Q3	$1.71M	Buy	60,418 +24,185	+67%	+$650K	0.01%	1666
2021 Q2	$1.05M	Buy	+36,233	New	+$1.01M	﹤0.01%	1781
2019 Q2	–	Sell	-2,733	Closed	-$98K	–	1582
2019 Q1	$98K	Buy	+2,733	New	+$95.6K	﹤0.01%	1438

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

Marshall Wace's IYE Position: Q2 2026 in Review

Marshall Wace increased its iShares US Energy ETF (IYE) stake by 13% in Q2 2026, buying an estimated $1.21M and bringing the position to 178,824 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1033.

Marshall Wace first reported a position in IYE in Q1 2019 and has held it in 5 quarters since. The position peaked at $10.3M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Marshall Wace held 178,824 shares of iShares US Energy ETF worth $10.1M as of Q2 2026.
Marshall Wace bought 19,988 iShares US Energy ETF shares in Q2 2026, an estimated $1.21M.
iShares US Energy ETF made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1033 holding.
Marshall Wace first reported a position in iShares US Energy ETF in Q1 2019 and has held it in 5 quarters since.
Marshall Wace's iShares US Energy ETF position peaked at $10.3M in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.