Allegheny Financial Group’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
Q3 | $470K | Sell |
|
|||||
|
2025
Q2 | $457K | Buy |
|
|||||
|
2025
Q1 | $498K | Sell |
|
|||||
|
2024
Q4 | $565K | Buy |
|
|||||
|
2024
Q3 | $574K | Sell |
|
|||||
|
2024
Q2 | $600K | Buy |
|
|||||
|
2024
Q1 | $383K | Sell |
|
|||||
|
2023
Q4 | $517K | Buy |
|
|||||
|
2023
Q3 | $527K | Sell |
|
|||||
|
2023
Q2 | $495K | Sell |
|
|||||
|
2023
Q1 | $515K | Sell |
|
|||||
|
2022
Q4 | $557K | Sell |
|
|||||
|
2022
Q3 | $498K | Buy |
|
|||||
|
2022
Q2 | $483K | Buy |
|
|||||
|
2022
Q1 | $518K | Sell |
|
|||||
|
2021
Q4 | $449K | Buy |
|
|||||
|
2021
Q3 | $357K | Buy |
|
|||||
|
2021
Q2 | $367K | Buy |
|
|||||
|
2021
Q1 | $331K | Sell |
|
|||||
|
2020
Q4 | $320K | Buy |
|