AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $817K | Buy |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $3.37M | Sell |
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|
2022
Q4 | $7.43M | Buy |
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|
2022
Q3 | $6.05M | Sell |
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|
2022
Q2 | $7.73M | Sell |
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|
2022
Q1 | $12.5M | Sell |
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|
2021
Q4 | $9.27M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.28M | Buy |
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|
2021
Q1 | $2.85M | Buy |
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