Appleton Partners’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 | $354K | Buy |
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|
2025
Q2 | $296K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $256K | Buy |
|