Bernardo Wealth Planning’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 | $337K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $746K | Sell |
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|
2022
Q3 | $859K | Sell |
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|
2022
Q2 | $4.6M | Sell |
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|
2022
Q1 | $5.98M | Sell |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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