Appleton Partners’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 | $296K | Hold |
6,539
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $322K | Hold |
6,539
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $298K | Hold |
6,539
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $303K | Sell |
6,539
-100
| -2% | -$4.63K | 0.02% | 218 |
|
|
2024
Q2 | $319K | Hold |
6,639
| – | – | 0.02% | 213 |
|
|
2024
Q1 | $328K | Hold |
6,639
| – | – | 0.03% | 218 |
|
|
2023
Q4 | $293K | Hold |
6,639
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $315K | Hold |
6,639
| – | – | 0.03% | 236 |
|
|
2023
Q2 | $284K | Hold |
6,639
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $290K | Hold |
6,639
| – | – | 0.03% | 258 |
|
|
2022
Q4 | $309K | Hold |
6,639
| – | – | 0.03% | 250 |
|
|
2022
Q3 | $261K | Buy |
6,639
+475
| +8% | +$18.7K | 0.03% | 257 |
|
|
2022
Q2 | $235K | Sell |
6,164
-100
| -2% | -$3.81K | 0.02% | 273 |
|
|
2022
Q1 | $256K | Buy |
+6,264
| New | +$256K | 0.02% | 276 |
|