Quantinno Capital Management’s iShares US Energy ETF IYE Stock Holding History

Quantinno Capital Management’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	$1.99M	Sell	35,077 -2,200	-6%	-$133K	﹤0.01%	1976
2026 Q1	$2.41M	Buy	37,277 +2,540	+7%	+$144K	﹤0.01%	1506
2025 Q4	$1.65M	Sell	34,737 -6,170	-15%	-$292K	﹤0.01%	1461
2025 Q3	$1.94M	Buy	40,907 +5,804	+17%	+$270K	0.01%	1241
2025 Q2	$1.59M	Buy	35,103 +4,614	+15%	+$204K	0.01%	1161
2025 Q1	$1.5M	Buy	30,489 +18,906	+163%	+$901K	0.01%	1044
2024 Q4	$528K	Buy	11,583 +3,194	+38%	+$153K	0.01%	1219
2024 Q3	$389K	Buy	8,389 +2,822	+51%	+$133K	0.01%	1190
2024 Q2	$267K	Buy	+5,567	New	+$272K	﹤0.01%	1194

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

Quantinno Capital Management's IYE Position: Q2 2026 in Review

Quantinno Capital Management reduced its iShares US Energy ETF (IYE) stake by 5.9% in Q2 2026, selling an estimated $133K and leaving 35,077 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Quantinno Capital Management first reported a position in IYE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Quantinno Capital Management held 35,077 shares of iShares US Energy ETF worth $1.99M as of Q2 2026.
Quantinno Capital Management sold 2,200 iShares US Energy ETF shares in Q2 2026, an estimated $133K.
iShares US Energy ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1976 holding.
Quantinno Capital Management first reported a position in iShares US Energy ETF in Q2 2024 and has held it in 9 quarters since.
Quantinno Capital Management's iShares US Energy ETF position peaked at $2.41M in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.