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Bellwether Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43K | Hold |
98
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $4.83K | Hold |
98
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $4.47K | Buy |
+98
| New | +$4.47K | ﹤0.01% | 388 |
|
|
2024
Q3 | – | Sell |
-112,732
| Closed | -$5.41M | – | 135 |
|
|
2024
Q2 | $5.41M | Buy |
112,732
+5,340
| +5% | +$256K | 1.13% | 21 |
|
|
2024
Q1 | $5.31M | Sell |
107,392
-7,994
| -7% | -$395K | 1.17% | 20 |
|
|
2023
Q4 | $5.09M | Sell |
115,386
-77,933
| -40% | -$3.44M | 1.25% | 22 |
|
|
2023
Q3 | $9.17M | Buy |
+193,319
| New | +$9.17M | 2.5% | 8 |
|