Ballew 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 | $1.25M | Sell |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.11M | Hold |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $900K | Buy |
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|
2020
Q3 | $621K | Buy |
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|
2020
Q2 | $618K | Buy |
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|
2020
Q1 | $401K | Buy |
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|
2019
Q4 | $744K | Buy |
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|
2019
Q3 | $684K | Buy |
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|
2019
Q2 | $782K | Sell |
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|
2019
Q1 | $802K | Sell |
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|
2018
Q4 | $787K | Buy |
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|
2018
Q3 | $810K | Sell |
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|
2018
Q2 | $949K | Buy |
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|
2018
Q1 | $829K | Buy |
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|
2017
Q4 | $773K | Buy |
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