Aspiriant LLC’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
2026
Q1
$237K Buy
2023
Q2
Sell
2023
Q1
$234K Hold
2022
Q4
$249K Hold
2022
Q3
$211K Hold
2022
Q2
$204K Hold
2022
Q1
$219K Buy