B. Riley 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
Q3 | – | Sell |
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|
2025
Q2 | $226K | Buy |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $759K | Buy |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $759K | Sell |
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|
2023
Q2 | $741K | Buy |
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|
2023
Q1 | $727K | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $3.1M | Sell |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $2.87M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $233K | Sell |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $223K | Sell |
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|
2015
Q3 | $588K | Sell |
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|
2015
Q2 | $828K | Sell |
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|
2015
Q1 | $969K | Sell |
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|
2014
Q4 | $5.91K | Buy |
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|
2014
Q3 | $1.25M | Sell |
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|
2014
Q2 | $1.02M | Buy |
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|
2014
Q1 | $838K | Buy |
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|
2013
Q4 | $797K | Hold |
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|
2013
Q3 | $743K | Buy |
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|
2013
Q2 | $685K | Buy |
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