William Blair & Company’s iShares US Energy ETF IYE Stock Holding History

William Blair & Company’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	$173K	Sell	3,057 -497	-14%	-$30.1K	﹤0.01%	1601
2026 Q1	$230K	Buy	3,554 +3	+0.1%	+$170	﹤0.01%	1427
2025 Q4	$169K	Buy	3,551 +5	+0.1%	+$237	﹤0.01%	1499
2025 Q3	$169K	Sell	3,546 -35	-1%	-$1.63K	﹤0.01%	1493
2025 Q2	$162K	Sell	3,581 -1,096	-23%	-$48.4K	﹤0.01%	1453
2025 Q1	$231K	Sell	4,677 -329	-7%	-$15.7K	﹤0.01%	1352
2024 Q4	$228K	Buy	5,006 +11	+0.2%	+$527	﹤0.01%	1396
2024 Q3	$231K	Sell	4,995 -3,174	-39%	-$150K	﹤0.01%	1386
2024 Q2	$392K	Buy	8,169 +1,223	+18%	+$59.7K	﹤0.01%	1174
2024 Q1	$343K	Sell	6,946 -1,089	-14%	-$49K	﹤0.01%	1205
2023 Q4	$355K	Sell	8,035 -6	-0.1%	-$270	﹤0.01%	1177
2023 Q3	$381K	Hold	8,041	–	–	﹤0.01%	1140
2023 Q2	$344K	Buy	8,041 +11	+0.1%	+$471	﹤0.01%	1195
2023 Q1	$351K	Sell	8,030 -85	-1%	-$3.85K	﹤0.01%	1169
2022 Q4	$377K	Buy	8,115 +1,173	+17%	+$54.8K	﹤0.01%	1136
2022 Q3	$273K	Buy	6,942 +23	+0.3%	+$944	﹤0.01%	1266
2022 Q2	$264K	Sell	6,919 -100	-1%	-$4.25K	﹤0.01%	1317
2022 Q1	$287K	Buy	7,019 +1,683	+32%	+$62K	﹤0.01%	1381
2021 Q4	$161K	Buy	5,336 +227	+4%	+$6.99K	﹤0.01%	1624
2021 Q3	$144K	Hold	5,109	–	–	﹤0.01%	1562
2021 Q2	$149K	Hold	5,109	–	–	﹤0.01%	1562
2021 Q1	$134K	Buy	5,109 +201	+4%	+$4.95K	﹤0.01%	1557
2020 Q4	$99K	Sell	4,908 -2,866	-37%	-$52.6K	﹤0.01%	1554
2020 Q3	$124K	Buy	7,774 +2,044	+36%	+$38.6K	﹤0.01%	1398
2020 Q2	$115K	Sell	5,730 -93	-2%	-$1.82K	﹤0.01%	1346
2020 Q1	$89K	Buy	5,823 +2	+0%	+$50	﹤0.01%	1329
2019 Q4	$187K	Buy	5,821 +4	+0.1%	+$126	﹤0.01%	1327
2019 Q3	$185K	Sell	5,817 -879	-13%	-$28.6K	﹤0.01%	1283
2019 Q2	$230K	Buy	6,696 +1	+0%	+$35	﹤0.01%	1251
2019 Q1	$241K	Sell	6,695 -2,853	-30%	-$99.8K	﹤0.01%	1233
2018 Q4	$298K	Buy	9,548 +2,411	+34%	+$88.6K	﹤0.01%	1082
2018 Q3	$299K	Hold	7,137	–	–	﹤0.01%	1144
2018 Q2	$299K	Buy	7,137 +1,200	+20%	+$49K	﹤0.01%	1120
2018 Q1	$219K	Sell	5,937 -62,082	-91%	-$2.41M	﹤0.01%	1181
2017 Q4	$2.7M	Buy	+68,019	New	+$2.56M	0.02%	501
2015 Q1	–	Sell	-4,654	Closed	-$208K	–	2172
2014 Q4	$208K	Hold	4,654	–	–	﹤0.01%	1960
2014 Q3	$239K	Sell	4,654 -181	-4%	-$9.96K	﹤0.01%	1916
2014 Q2	$274K	Sell	4,835 -653	-12%	-$35.2K	﹤0.01%	1838
2014 Q1	$279K	Hold	5,488	–	–	﹤0.01%	1790
2013 Q4	$277K	Hold	5,488	–	–	﹤0.01%	1766
2013 Q3	$258K	Hold	5,488	–	–	﹤0.01%	1791
2013 Q2	$244K	Buy	+5,488	New	+$248K	﹤0.01%	1752

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

William Blair & Company's IYE Position: Q2 2026 in Review

William Blair & Company reduced its iShares US Energy ETF (IYE) stake by 14% in Q2 2026, selling an estimated $30.1K and leaving 3,057 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

William Blair & Company first reported a position in IYE in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.7M in Q4 2017. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

William Blair & Company held 3,057 shares of iShares US Energy ETF worth $173K as of Q2 2026.
William Blair & Company sold 497 iShares US Energy ETF shares in Q2 2026, an estimated $30.1K.
iShares US Energy ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1601 holding.
William Blair & Company first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 42 quarters since.
William Blair & Company's iShares US Energy ETF position peaked at $2.7M in Q4 2017.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.