Chemistry Wealth Management’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Hold |
10,658
| – | – | 0.1% | 111 |
|
|
2025
Q1 | $525K | Hold |
10,658
| – | – | 0.12% | 98 |
|
|
2024
Q4 | $486K | Hold |
10,658
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $494K | Hold |
10,658
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $512K | Hold |
10,658
| – | – | 0.13% | 96 |
|
|
2024
Q1 | $527K | Hold |
10,658
| – | – | 0.14% | 92 |
|
|
2023
Q4 | $470K | Hold |
10,658
| – | – | 0.14% | 93 |
|
|
2023
Q3 | $506K | Hold |
10,658
| – | – | 0.17% | 85 |
|
|
2023
Q2 | $457K | Hold |
10,658
| – | – | 0.15% | 92 |
|
|
2023
Q1 | $466K | Hold |
10,658
| – | – | 0.16% | 93 |
|
|
2022
Q4 | $495K | Hold |
10,658
| – | – | 0.19% | 81 |
|
|
2022
Q3 | $419K | Hold |
10,658
| – | – | 0.17% | 93 |
|
|
2022
Q2 | $406K | Hold |
10,658
| – | – | 0.16% | 98 |
|
|
2022
Q1 | $436K | Buy |
+10,658
| New | +$436K | 0.15% | 96 |
|