Arax Advisory 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
$15K Sell
332
-110
-25% -$4.98K ﹤0.01% 1786
2025
Q1
$21.8K Buy
+442
New +$21.8K ﹤0.01% 1268
2024
Q1
Sell
-38
Closed -$1.68K 1354
2023
Q4
$1.68K Buy
+38
New +$1.68K ﹤0.01% 1043
2019
Q4
Sell
-200
Closed -$6K 601
2019
Q3
$6K Buy
+200
New +$6K ﹤0.01% 499