Arkadios Wealth Advisors’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 | $572K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $45K | Sell |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | $23K | Buy |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2.91K | Hold |
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|
2020
Q2 | $3.5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $291 | Buy |
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