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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s IYE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Energy ETF (IYE) stake by 61% in Q1 2026, buying an estimated $252K and bringing the position to 11,694 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #466.

Wealthspire Advisors (New York) first reported a position in IYE in Q3 2022 and has held it in 15 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Wealthspire Advisors (New York) held 11,694 shares of iShares US Energy ETF worth $757K as of Q1 2026.
Wealthspire Advisors (New York) bought 4,438 iShares US Energy ETF shares in Q1 2026, an estimated $252K.
iShares US Energy ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #466 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 15 quarters since.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.