Fort Washington Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Fort Washington Investment Advisors’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	$662K	Hold	11,700	–	–	﹤0.01%	329
2026 Q1	$758K	Hold	11,700	–	–	﹤0.01%	316
2025 Q4	$556K	Hold	11,700	–	–	﹤0.01%	327
2025 Q3	$556K	Sell	11,700 -260	-2%	-$12.1K	﹤0.01%	317
2025 Q2	$541K	Hold	11,960	–	–	﹤0.01%	311
2025 Q1	$590K	Hold	11,960	–	–	﹤0.01%	310
2024 Q4	$545K	Hold	11,960	–	–	﹤0.01%	311
2024 Q3	$554K	Hold	11,960	–	–	﹤0.01%	314
2024 Q2	$574K	Hold	11,960	–	–	﹤0.01%	314
2024 Q1	$591K	Hold	11,960	–	–	﹤0.01%	319
2023 Q4	$528K	Sell	11,960 -500	-4%	-$22.5K	﹤0.01%	314
2023 Q3	$591K	Hold	12,460	–	–	﹤0.01%	299
2023 Q2	$534K	Hold	12,460	–	–	﹤0.01%	304
2023 Q1	$545K	Hold	12,460	–	–	﹤0.01%	303
2022 Q4	$579K	Hold	12,460	–	–	﹤0.01%	304
2022 Q3	$490K	Hold	12,460	–	–	﹤0.01%	320
2022 Q2	$475K	Hold	12,460	–	–	﹤0.01%	327
2022 Q1	$510K	Hold	12,460	–	–	﹤0.01%	388
2021 Q4	$375K	Buy	12,460 +5,180	+71%	+$159K	﹤0.01%	447
2021 Q3	$206K	Hold	7,280	–	–	﹤0.01%	497
2021 Q2	$212K	Buy	+7,280	New	+$203K	﹤0.01%	496
2020 Q3	–	Sell	-15,885	Closed	-$318K	–	501
2020 Q2	$318K	Sell	15,885 -540	-3%	-$10.6K	﹤0.01%	425
2020 Q1	$251K	Hold	16,425	–	–	﹤0.01%	387
2019 Q4	$528K	Buy	+16,425	New	+$519K	0.01%	380
2018 Q4	–	Sell	-5,700	Closed	-$239K	–	539
2018 Q3	$239K	Hold	5,700	–	–	﹤0.01%	520
2018 Q2	$239K	Sell	5,700 -500	-8%	-$20.4K	﹤0.01%	516
2018 Q1	$229K	Sell	6,200 -1,640	-21%	-$63.6K	﹤0.01%	537
2017 Q4	$311K	Sell	7,840 -300	-4%	-$11.3K	﹤0.01%	525
2017 Q3	$305K	Sell	8,140 -540	-6%	-$19.2K	﹤0.01%	453
2017 Q2	$308K	Buy	8,680 +200	+2%	+$7.38K	﹤0.01%	432
2017 Q1	$327K	Sell	8,480 -600	-7%	-$23.9K	0.01%	428
2016 Q4	$377K	Sell	9,080 -100	-1%	-$3.99K	0.01%	417
2016 Q3	$358K	Hold	9,180	–	–	0.01%	379
2016 Q2	$352K	Buy	9,180 +1,015	+12%	+$37.6K	0.01%	399
2016 Q1	$284K	Buy	+8,165	New	+$266K	0.01%	414
2015 Q4	–	Sell	-7,845	Closed	-$269K	–	409
2015 Q3	$269K	Sell	7,845 -10	-0.1%	-$378	0.01%	420
2015 Q2	$333K	Sell	7,855 -600	-7%	-$26.9K	0.01%	369
2015 Q1	$369K	Sell	8,455 -450	-5%	-$19.7K	0.01%	361
2014 Q4	$399K	Buy	8,905 +180	+2%	+$8.49K	0.01%	357
2014 Q3	$450K	Sell	8,725 -2,795	-24%	-$154K	0.01%	348
2014 Q2	$654K	Buy	11,520 +45	+0.4%	+$2.43K	0.01%	317
2014 Q1	$585K	Buy	11,475 +935	+9%	+$46K	0.01%	310
2013 Q4	$532K	Sell	10,540 -505	-5%	-$24.8K	0.01%	397
2013 Q3	$520K	Buy	11,045 +320	+3%	+$15K	0.01%	357
2013 Q2	$478K	Buy	+10,725	New	+$484K	0.01%	352

Other funds holding IYE

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AGAM

AK Global Asset Management Oakland, California $118M AUM

AFG

Artesa Financial Group Conroe, Texas $117M AUM

Fort Washington Investment Advisors's IYE Position: Q2 2026 in Review

Fort Washington Investment Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 11,700 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Fort Washington Investment Advisors first reported a position in IYE in Q2 2013 and has held it in 45 quarters since. The position peaked at $758K in Q1 2026. 122 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Fort Washington Investment Advisors held 11,700 shares of iShares US Energy ETF worth $662K as of Q2 2026.
Fort Washington Investment Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #329 holding.
Fort Washington Investment Advisors first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 45 quarters since.
Fort Washington Investment Advisors's iShares US Energy ETF position peaked at $758K in Q1 2026.
122 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.