Allworth Financial’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 | $59.7K | Buy |
|
|||||
|
2025
Q1 | $48.9K | Hold |
|
|||||
|
2024
Q4 | $54.4K | Buy |
|
|||||
|
2024
Q3 | $51.8K | Buy |
|
|||||
|
2024
Q2 | $54.1K | Buy |
|
|||||
|
2024
Q1 | $18K | Buy |
|
|||||
|
2023
Q4 | $14.3K | Sell |
|
|||||
|
2023
Q3 | $18.4K | Sell |
|
|||||
|
2023
Q2 | $19.8K | Sell |
|
|||||
|
2023
Q1 | $51.6K | Buy |
|
|||||
|
2022
Q4 | $17.2K | Buy |
|
|||||
|
2022
Q3 | $13K | Hold |
|
|||||
|
2022
Q2 | $12K | Buy |
|
|||||
|
2022
Q1 | $6K | Hold |
|
|||||
|
2021
Q4 | $4K | Hold |
|
|||||
|
2021
Q3 | $4K | Sell |
|
|||||
|
2021
Q2 | $45K | Buy |
|
|||||
|
2021
Q1 | $37K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $7K | Hold |
|
|||||
|
2016
Q4 | $7K | Hold |
|
|||||
|
2016
Q3 | $7K | Hold |
|
|||||
|
2016
Q2 | $7K | Hold |
|
|||||
|
2016
Q1 | $6K | Hold |
|
|||||
|
2015
Q4 | $6K | Hold |
|
|||||
|
2015
Q3 | $6K | Hold |
|
|||||
|
2015
Q2 | $7K | Hold |
|
|||||
|
2015
Q1 | $8K | Buy |
|