CIBC Private Wealth Group’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
507
| – | – | ﹤0.01% | 1966 |
|
|
2025
Q1 | $20.5K | Sell |
507
-201
| -28% | -$8.11K | ﹤0.01% | 1981 |
|
|
2024
Q4 | $33.2K | Hold |
708
| – | – | ﹤0.01% | 1849 |
|
|
2024
Q3 | $32.8K | Sell |
708
-269
| -28% | -$12.5K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $46.2K | Sell |
977
-690
| -41% | -$32.6K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $82.9K | Buy |
+1,667
| New | +$82.9K | ﹤0.01% | 1470 |
|
|
2018
Q3 | – | Sell |
-2,700
| Closed | -$113K | – | 1334 |
|
|
2018
Q2 | $113K | Hold |
2,700
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q1 | $100K | Hold |
2,700
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q4 | $107K | Buy |
+2,700
| New | +$107K | ﹤0.01% | 1024 |
|
|
2016
Q1 | – | Sell |
-134,045
| Closed | -$4.54M | – | 591 |
|
|
2015
Q4 | $4.54M | Buy |
+134,045
| New | +$4.54M | 0.04% | 272 |
|