Northwestern Mutual Wealth Management’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.8M | Sell |
49,452
-76,402
| -61% | -$4.63M | ﹤0.01% | 1054 |
|
|
2026
Q1 | $8.15M | Buy |
125,854
+77,571
| +161% | +$4.4M | 0.01% | 656 |
|
|
2025
Q4 | $2.29M | Buy |
48,283
+2,951
| +7% | +$140K | ﹤0.01% | 1016 |
|
|
2025
Q3 | $2.15M | Buy |
45,332
+951
| +2% | +$44.3K | ﹤0.01% | 980 |
|
|
2025
Q2 | $2.01M | Buy |
44,381
+3,007
| +7% | +$133K | ﹤0.01% | 939 |
|
|
2025
Q1 | $2.04M | Buy |
41,374
+15,769
| +62% | +$752K | ﹤0.01% | 903 |
|
|
2024
Q4 | $1.17M | Sell |
25,605
-2,359
| -8% | -$113K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $1.3M | Sell |
27,964
-9,104
| -25% | -$429K | ﹤0.01% | 976 |
|
|
2024
Q2 | $1.78M | Buy |
37,068
+277
| +0.8% | +$13.5K | ﹤0.01% | 851 |
|
|
2024
Q1 | $1.82M | Sell |
36,791
-8,353
| -19% | -$376K | ﹤0.01% | 822 |
|
|
2023
Q4 | $1.99M | Sell |
45,144
-5,707
| -11% | -$256K | ﹤0.01% | 768 |
|
|
2023
Q3 | $2.41M | Sell |
50,851
-28,212
| -36% | -$1.3M | ﹤0.01% | 682 |
|
|
2023
Q2 | $3.39M | Sell |
79,063
-192,043
| -71% | -$8.23M | ﹤0.01% | 590 |
|
|
2023
Q1 | $11.9M | Sell |
271,106
-453,777
| -63% | -$20.5M | 0.02% | 320 |
|
|
2022
Q4 | $33.7M | Buy |
724,883
+183,845
| +34% | +$8.59M | 0.05% | 187 |
|
|
2022
Q3 | $21.3M | Sell |
541,038
-24,757
| -4% | -$1.02M | 0.04% | 218 |
|
|
2022
Q2 | $21.6M | Sell |
565,795
-39,684
| -7% | -$1.69M | 0.04% | 211 |
|
|
2022
Q1 | $24.8M | Buy |
605,479
+550,028
| +992% | +$20.3M | 0.04% | 196 |
|
|
2021
Q4 | $1.67M | Buy |
55,451
+2,784
| +5% | +$85.7K | ﹤0.01% | 657 |
|
|
2021
Q3 | $1.49M | Sell |
52,667
-78,266
| -60% | -$2.1M | ﹤0.01% | 647 |
|
|
2021
Q2 | $3.81M | Buy |
130,933
+77,104
| +143% | +$2.15M | 0.01% | 419 |
|
|
2021
Q1 | $1.41M | Sell |
53,829
-8,780
| -14% | -$216K | ﹤0.01% | 601 |
|
|
2020
Q4 | $1.27M | Buy |
62,609
+49,399
| +374% | +$907K | ﹤0.01% | 585 |
|
|
2020
Q3 | $211K | Buy |
13,210
+3,695
| +39% | +$69.8K | ﹤0.01% | 1009 |
|
|
2020
Q2 | $190K | Buy |
9,515
+6,702
| +238% | +$131K | ﹤0.01% | 989 |
|
|
2020
Q1 | $44K | Buy |
2,813
+1,528
| +119% | +$38.5K | ﹤0.01% | 1442 |
|
|
2019
Q4 | $41K | Sell |
1,285
-778
| -38% | -$24.6K | ﹤0.01% | 1532 |
|
|
2019
Q3 | $66K | Buy |
2,063
+114
| +6% | +$3.71K | ﹤0.01% | 1323 |
|
|
2019
Q2 | $67K | Sell |
1,949
-861
| -31% | -$29.9K | ﹤0.01% | 1284 |
|
|
2019
Q1 | $101K | Sell |
2,810
-144
| -5% | -$5.04K | ﹤0.01% | 1100 |
|
|
2018
Q4 | $92K | Sell |
2,954
-2,413
| -45% | -$88.7K | ﹤0.01% | 1029 |
|
|
2018
Q3 | $225K | Buy |
5,367
+182
| +4% | +$7.53K | ﹤0.01% | 773 |
|
|
2018
Q2 | $217K | Buy |
5,185
+1,247
| +32% | +$51K | ﹤0.01% | 746 |
|
|
2018
Q1 | $145K | Sell |
3,938
-585
| -13% | -$22.7K | ﹤0.01% | 834 |
|
|
2017
Q4 | $179K | Buy |
4,523
+269
| +6% | +$10.1K | ﹤0.01% | 754 |
|
|
2017
Q3 | $159K | Buy |
4,254
+1,475
| +53% | +$52.5K | ﹤0.01% | 758 |
|
|
2017
Q2 | $99K | Buy |
2,779
+376
| +16% | +$13.9K | ﹤0.01% | 886 |
|
|
2017
Q1 | $93K | Buy |
2,403
+1,152
| +92% | +$45.8K | ﹤0.01% | 846 |
|
|
2016
Q4 | $52K | Buy |
+1,251
| New | +$49.9K | ﹤0.01% | 1012 |
|
|
2016
Q3 | – | Sell |
-534
| Closed | -$20K | – | 864 |
|
|
2016
Q2 | $20K | Buy |
534
+459
| +612% | +$17K | ﹤0.01% | 1171 |
|
|
2016
Q1 | $3K | Buy |
+75
| New | +$2.44K | ﹤0.01% | 1807 |
|
|
2014
Q4 | – | Sell |
-136
| Closed | -$7K | – | 1768 |
|
|
2014
Q3 | $7K | Buy |
136
+50
| +58% | +$2.75K | ﹤0.01% | 975 |
|
|
2014
Q2 | $5K | Buy |
86
+85
| +8,500% | +$4.58K | ﹤0.01% | 1020 |
|
|
2014
Q1 | $0 | Sell |
1
-233
| -100% | -$11.5K | ﹤0.01% | 1366 |
|
|
2013
Q4 | $12K | Sell |
234
-66
| -22% | -$3.24K | ﹤0.01% | 886 |
|
|
2013
Q3 | $14K | Buy |
300
+245
| +445% | +$11.5K | ﹤0.01% | 805 |
|
|
2013
Q2 | $2K | Buy |
+55
| New | +$2.48K | ﹤0.01% | 1098 |
|
Other funds holding IYE
PCH
TSW
Northwestern Mutual Wealth Management's IYE Position: Q2 2026 in Review
Northwestern Mutual Wealth Management reduced its iShares US Energy ETF (IYE) stake by 61% in Q2 2026, selling an estimated $4.63M and leaving 49,452 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.
Northwestern Mutual Wealth Management first reported a position in IYE in Q2 2013 and has held it in 47 quarters since. The position peaked at $33.7M in Q4 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.
- Northwestern Mutual Wealth Management held 49,452 shares of iShares US Energy ETF worth $2.8M as of Q2 2026.
- Northwestern Mutual Wealth Management sold 76,402 iShares US Energy ETF shares in Q2 2026, an estimated $4.63M.
- iShares US Energy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1054 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 47 quarters since.
- Northwestern Mutual Wealth Management's iShares US Energy ETF position peaked at $33.7M in Q4 2022.
- 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.