Simplex Trading
IYE icon

Simplex Trading’s iShares US Energy ETF IYE Stock Holding History

Simplex Trading’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 		– Sell
-280
Closed -$13.3K – 9602
2025
Q4 		$13.3K Buy
280
+80
+40% +$3.79K ﹤0.01% 6799
2025
Q3 		$9K Buy
+200
New +$9.31K ﹤0.01% 7961
2025
Q1 		– Sell
-100
Closed -$4K – 9053
2024
Q4 		$4K Buy
+100
New +$4.79K ﹤0.01% 7749
2023
Q3 		– Sell
-2,408
Closed -$103K – 9212
2023
Q2 		$103K Buy
2,408
+173
+8% +$7.41K ﹤0.01% 5049
2023
Q1 		$97K Buy
+2,235
New +$101K ﹤0.01% 5184
2022
Q3 		– Sell
-402
Closed -$15K – 10384
2022
Q2 		$15K Sell
402
-4,962
-93% -$211K ﹤0.01% 7876
2022
Q1 		$219K Buy
5,364
+5,192
+3,019% +$191K ﹤0.01% 5034
2021
Q4 		$5K Sell
172
-730
-81% -$22.5K ﹤0.01% 9525
2021
Q3 		$26K Hold
902
– – ﹤0.01% 8198
2021
Q2 		$26K Sell
902
-200
-18% -$5.57K ﹤0.01% 8342
2021
Q1 		$28K Buy
+1,102
New +$27.1K ﹤0.01% 7183
2020
Q1 		– Sell
-1,800
Closed -$57K – 7899
2019
Q4 		$57K Buy
1,800
+200
+13% +$6.32K ﹤0.01% 5071
2019
Q3 		$50K Buy
+1,600
New +$52K ﹤0.01% 5007
2019
Q2 		– Sell
-1,962
Closed -$70K – 7433
2019
Q1 		$70K Buy
1,962
+1,923
+4,931% +$67.3K ﹤0.01% 4703
2018
Q4 		$1K Sell
39
-600
-94% -$22.1K ﹤0.01% 6751
2018
Q3 		$26K Buy
+639
New +$26.4K ﹤0.01% 5749
2017
Q4 		– Sell
-1,139
Closed -$42K – 6306
2017
Q3 		$42K Buy
1,139
+1,089
+2,178% +$38.7K ﹤0.01% 2465
2017
Q2 		$1K Buy
+50
New +$1.84K ﹤0.01% 5629
2016
Q3 		– Sell
-2,068
Closed -$79K – 6116
2016
Q2 		$79K Buy
2,068
+1,326
+179% +$49.1K 0.01% 1664
2016
Q1 		$25K Buy
+742
New +$24.2K ﹤0.01% 2599
2015
Q4 		– Sell
-127
Closed -$4K – 5740
2015
Q3 		$4K Buy
+127
New +$4.8K ﹤0.01% 4164

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Simplex Trading's IYE Position: Q1 2026 in Review

Simplex Trading sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 280 shares — an estimated $13.3K sold.

Simplex Trading first reported a position in IYE in Q3 2015 and held it in 21 quarters. The position peaked at $219K in Q1 2022. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Simplex Trading reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 280 iShares US Energy ETF shares in Q1 2026, an estimated $13.3K.
  • Simplex Trading first reported a position in iShares US Energy ETF in Q3 2015 and held it in 21 quarters.
  • Simplex Trading's iShares US Energy ETF position peaked at $219K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.