Anchor Investment Management’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1K | Hold |
157
| – | – | ﹤0.01% | 850 |
|
|
2025
Q1 | $7.74K | Hold |
157
| – | – | ﹤0.01% | 833 |
|
|
2024
Q4 | $7.15K | Hold |
157
| – | – | ﹤0.01% | 845 |
|
|
2024
Q3 | $7.28K | Hold |
157
| – | – | ﹤0.01% | 833 |
|
|
2024
Q2 | $7.54K | Hold |
157
| – | – | ﹤0.01% | 788 |
|
|
2024
Q1 | $7.76K | Sell |
157
-138
| -47% | -$6.82K | ﹤0.01% | 819 |
|
|
2023
Q4 | $13K | Hold |
295
| – | – | ﹤0.01% | 706 |
|
|
2023
Q3 | $14K | Hold |
295
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $12.6K | Hold |
295
| – | – | ﹤0.01% | 701 |
|
|
2023
Q1 | $12.9K | Hold |
295
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $13.7K | Buy |
+295
| New | +$13.7K | ﹤0.01% | 679 |
|
|
2019
Q2 | – | Sell |
-708
| Closed | -$25.5K | – | 810 |
|
|
2019
Q1 | $25.5K | Hold |
708
| – | – | 0.01% | 531 |
|
|
2018
Q4 | $22.1K | Sell |
708
-300
| -30% | -$9.35K | 0.01% | 533 |
|
|
2018
Q3 | $42.3K | Hold |
1,008
| – | – | 0.01% | 503 |
|
|
2018
Q2 | $42.3K | Hold |
1,008
| – | – | 0.01% | 510 |
|
|
2018
Q1 | $37.3K | Hold |
1,008
| – | – | 0.01% | 516 |
|
|
2017
Q4 | $40K | Hold |
1,008
| – | – | 0.01% | 498 |
|
|
2017
Q3 | $37.7K | Buy |
+1,008
| New | +$37.7K | 0.01% | 486 |
|