N.E.W. Advisory Services’s iShares US Energy ETF IYE Stock Holding History

N.E.W. Advisory Services’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	$26.9K	Sell	476 -800	-63%	-$48.5K	﹤0.01%	479
2026 Q1	$82.6K	Buy	1,276 +113	+10%	+$6.41K	0.01%	305
2025 Q4	$55.3K	Hold	1,163	–	–	﹤0.01%	345
2025 Q3	$55.3K	Hold	1,163	–	–	﹤0.01%	308
2025 Q2	$52.6K	Hold	1,163	–	–	0.01%	307
2025 Q1	$57.3K	Buy	+1,163	New	+$55.4K	﹤0.01%	341

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

N.E.W. Advisory Services's IYE Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares US Energy ETF (IYE) stake by 63% in Q2 2026, selling an estimated $48.5K and leaving 476 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

N.E.W. Advisory Services first reported a position in IYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $82.6K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

N.E.W. Advisory Services held 476 shares of iShares US Energy ETF worth $26.9K as of Q2 2026.
N.E.W. Advisory Services sold 800 iShares US Energy ETF shares in Q2 2026, an estimated $48.5K.
iShares US Energy ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #479 holding.
N.E.W. Advisory Services first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares US Energy ETF position peaked at $82.6K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.