Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $194K | Sell |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $57.8K | Sell |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $46K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $8K | Buy |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $101K | Sell |
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|
2016
Q2 | $124K | Hold |
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|
2016
Q1 | $112K | Hold |
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|
2015
Q4 | $109K | Hold |
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|
2015
Q3 | $111K | Hold |
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|
2015
Q2 | $137K | Hold |
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|
2015
Q1 | $141K | Hold |
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|
2014
Q4 | $145K | Hold |
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|
2014
Q3 | $166K | Hold |
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|
2014
Q2 | $183K | Hold |
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|
2014
Q1 | $164K | Buy |
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