ACG Wealth’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
2014
Q3
$2.45M Sell
2014
Q2
$2.99M Sell
2014
Q1
$2.74M Sell
2013
Q4
$2.75M Buy