CAPTRUST Financial 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
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $2.35M | Buy |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $67K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $53K | Buy |
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|
2018
Q3 | $8K | Sell |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $6K | Sell |
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|
2017
Q4 | $8K | Buy |
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|
2017
Q3 | $7K | Buy |
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