Beacon Pointe 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
2025
Q2
$221K Buy
2025
Q1
$241K Sell
2024
Q4
$224K Buy
2024
Q2
Sell
2024
Q1
$247K Sell
2023
Q4
$223K Sell
2023
Q3
$243K Sell
2023
Q2
$220K Sell
2023
Q1
$236K Buy
2022
Q4
$236K Buy