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IYE icon

NewEdge Advisors’s iShares US Energy ETF IYE Stock Holding History

NewEdge Advisors’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 		$4.29M Buy
75,856
+3,428
+5% +$208K 0.01% 836
2026
Q1 		$4.69M Buy
72,428
+32,626
+82% +$1.85M 0.02% 718
2025
Q4 		$1.89M Sell
39,802
-1,077
-3% -$51K 0.01% 1103
2025
Q3 		$1.94M Buy
40,879
+807
+2% +$37.6K 0.01% 1029
2025
Q2 		$1.81M Sell
40,072
-11,289
-22% -$499K 0.01% 983
2025
Q1 		$2.53M Buy
51,361
+1,080
+2% +$51.5K 0.02% 757
2024
Q4 		$2.29M Buy
50,281
+11,295
+29% +$541K 0.01% 781
2024
Q3 		$1.81M Buy
38,986
+1,257
+3% +$59.2K 0.01% 836
2024
Q2 		$1.81M Buy
37,729
+5,225
+16% +$255K 0.01% 798
2024
Q1 		$1.61M Buy
32,504
+587
+2% +$26.4K 0.01% 778
2023
Q4 		$1.41M Sell
31,917
-1,370
-4% -$61.6K 0.01% 796
2023
Q3 		$1.58M Sell
33,287
-2,105
-6% -$97.1K 0.02% 675
2023
Q2 		$1.52M Sell
35,392
-1,857
-5% -$79.6K 0.02% 691
2023
Q1 		$1.57M Sell
37,249
-73,784
-66% -$3.34M 0.02% 609
2022
Q4 		$2.17M Sell
111,033
-13,066
-11% -$611K 0.06% 317
2022
Q3 		$4.88M Sell
124,099
-93,734
-43% -$3.85M 0.08% 241
2022
Q2 		$8.3M Sell
217,833
-181,960
-46% -$7.73M 0.14% 161
2022
Q1 		$16.4M Sell
399,793
-14,229
-3% -$524K 0.26% 94
2021
Q4 		$12.5M Buy
414,022
+114,350
+38% +$3.52M 0.19% 123
2021
Q3 		$8.47M Sell
299,672
-45,047
-13% -$1.21M 0.21% 110
2021
Q2 		$10M Buy
344,719
+74,381
+28% +$2.07M 0.27% 84
2021
Q1 		$7.09M Buy
+270,338
New +$6.65M 0.21% 106
2017
Q3 		– Sell
-478
Closed -$16.8K – 741
2017
Q2 		$16.8K Buy
+478
New +$17.6K ﹤0.01% 790

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's IYE Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Energy ETF (IYE) stake by 4.7% in Q2 2026, buying an estimated $208K and bringing the position to 75,856 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #836.

NewEdge Advisors first reported a position in IYE in Q2 2017 and has held it in 23 quarters since. The position peaked at $16.4M in Q1 2022. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • NewEdge Advisors held 75,856 shares of iShares US Energy ETF worth $4.29M as of Q2 2026.
  • NewEdge Advisors bought 3,428 iShares US Energy ETF shares in Q2 2026, an estimated $208K.
  • iShares US Energy ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #836 holding.
  • NewEdge Advisors first reported a position in iShares US Energy ETF in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's iShares US Energy ETF position peaked at $16.4M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.