Chicago Partners Investment Group’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 | $301K | Sell |
6,538
-255
| -4% | -$11.7K | 0.01% | 838 |
|
|
2025
Q1 | $290K | Buy |
6,793
+956
| +16% | +$40.9K | 0.01% | 700 |
|
|
2024
Q4 | $274K | Sell |
5,837
-21
| -0.4% | -$984 | 0.01% | 689 |
|
|
2024
Q3 | $276K | Buy |
5,858
+24
| +0.4% | +$1.13K | 0.01% | 644 |
|
|
2024
Q2 | $284K | Buy |
5,834
+38
| +0.7% | +$1.85K | 0.01% | 609 |
|
|
2024
Q1 | $291K | Buy |
+5,796
| New | +$291K | 0.01% | 581 |
|