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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

NewEdge Advisors's IYE Position: Q1 2026 in Review

NewEdge Advisors increased its iShares US Energy ETF (IYE) stake by 82% in Q1 2026, buying an estimated $1.85M and bringing the position to 72,428 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #718.

NewEdge Advisors first reported a position in IYE in Q2 2017 and has held it in 22 quarters since. The position peaked at $16.4M in Q1 2022. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • NewEdge Advisors held 72,428 shares of iShares US Energy ETF worth $4.69M as of Q1 2026.
  • NewEdge Advisors bought 32,626 iShares US Energy ETF shares in Q1 2026, an estimated $1.85M.
  • iShares US Energy ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #718 holding.
  • NewEdge Advisors first reported a position in iShares US Energy ETF in Q2 2017 and has held it in 22 quarters since.
  • NewEdge Advisors's iShares US Energy ETF position peaked at $16.4M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.