Carson Wealth (CWM LLC)’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 | $877K | Sell |
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|
2025
Q2 | $866K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $692K | Buy |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $730K | Sell |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $873K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $32.5M | Sell |
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|
2022
Q3 | $29.1M | Sell |
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|
2022
Q2 | $66.2M | Sell |
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|
2022
Q1 | $132M | Buy |
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|
2021
Q4 | $84.2M | Buy |
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|
2021
Q2 | $80.8M | Hold |
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|
2021
Q1 | $80.8M | Hold |
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|
2020
Q4 | $80.8M | Hold |
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|
2020
Q3 | $80.8M | Hold |
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|
2020
Q2 | $80.8M | Hold |
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|
2020
Q1 | $80.8M | Hold |
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|
2019
Q4 | $80.8M | Hold |
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|
2019
Q3 | $80.8M | Hold |
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|
2019
Q2 | $80.8M | Hold |
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|
2019
Q1 | $80.8M | Buy |
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|
2018
Q4 | $387K | Buy |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $31K | Hold |
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|
2017
Q4 | $33K | Sell |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $32K | Sell |
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|
2017
Q1 | $40K | Buy |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $31K | Hold |
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|
2016
Q1 | $28K | Buy |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $61K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $5K | Buy |
|