Wealthspire Advisors (New York)’s iShares US Energy ETF IYE Stock Holding History

Wealthspire Advisors (New York)’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	$464K	Sell	8,201 -3,493	-30%	-$212K	﹤0.01%	826
2026 Q1	$757K	Buy	11,694 +4,438	+61%	+$252K	0.01%	466
2025 Q4	$345K	Sell	7,256 -86	-1%	-$4.07K	﹤0.01%	747
2025 Q3	$349K	Sell	7,342 -268	-4%	-$12.5K	﹤0.01%	623
2025 Q2	$344K	Buy	7,610 +218	+3%	+$9.63K	﹤0.01%	629
2025 Q1	$364K	Sell	7,392 -332	-4%	-$15.8K	﹤0.01%	591
2024 Q4	$352K	Buy	7,724 +290	+4%	+$13.9K	﹤0.01%	611
2024 Q3	$344K	Sell	7,434 -558	-7%	-$26.3K	﹤0.01%	589
2024 Q2	$384K	Sell	7,992 -412	-5%	-$20.1K	﹤0.01%	480
2024 Q1	$415K	Sell	8,404 -83	-1%	-$3.73K	0.01%	457
2023 Q4	$374K	Sell	8,487 -38	-0.4%	-$1.71K	0.01%	469
2023 Q3	$404K	Sell	8,525 -4,289	-33%	-$198K	0.01%	432
2023 Q2	$549K	Sell	12,814 -1,445	-10%	-$61.9K	0.01%	343
2023 Q1	$624K	Sell	14,259 -743	-5%	-$33.6K	0.01%	322
2022 Q4	$697K	Buy	15,002 +3,268	+28%	+$153K	0.01%	324
2022 Q3	$461K	Buy	+11,734	New	+$482K	0.01%	348

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

Wealthspire Advisors (New York)'s IYE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares US Energy ETF (IYE) stake by 30% in Q2 2026, selling an estimated $212K and leaving 8,201 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Wealthspire Advisors (New York) first reported a position in IYE in Q3 2022 and has held it in 16 quarters since. The position peaked at $757K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Wealthspire Advisors (New York) held 8,201 shares of iShares US Energy ETF worth $464K as of Q2 2026.
Wealthspire Advisors (New York) sold 3,493 iShares US Energy ETF shares in Q2 2026, an estimated $212K.
iShares US Energy ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #826 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s iShares US Energy ETF position peaked at $757K in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.