Bellevue Asset 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
Q2 | $104K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $98.9K | Sell |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $119K | Buy |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $111K | Buy |
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|
2022
Q2 | $104K | Buy |
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|
2022
Q1 | $111K | Sell |
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|
2021
Q4 | $86K | Sell |
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|
2021
Q3 | $84K | Sell |
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|
2021
Q2 | $89K | Sell |
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|
2021
Q1 | $161K | Sell |
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|
2020
Q4 | $138K | Sell |
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|
2020
Q3 | $127K | Sell |
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|
2020
Q2 | $175K | Sell |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $314K | Buy |
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