Bartlett & Co 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
Q3 | $14.5K | Hold |
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|
2025
Q2 | $13.8K | Hold |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $13.9K | Sell |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $200K | Hold |
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|
2023
Q4 | $179K | Hold |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $177K | Buy |
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|
2022
Q4 | $174K | Hold |
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|
2022
Q3 | $147K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $98.4K | Hold |
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|
2020
Q4 | $75.9K | Hold |
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|
2020
Q3 | $59.9K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $57.4K | Sell |
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|
2019
Q4 | $696K | Hold |
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|
2019
Q3 | $688K | Buy |
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|
2019
Q2 | $617K | Sell |
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|
2019
Q1 | $659K | Sell |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $17.5K | Sell |
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|
2018
Q2 | $29.1K | Hold |
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|
2018
Q1 | $25.5K | Buy |
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