Cora Capital Advisors’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 | $249K | Hold |
5,500
| – | – | 0.11% | 93 |
|
|
2025
Q1 | $271K | Hold |
5,500
| – | – | 0.13% | 82 |
|
|
2024
Q4 | $251K | Hold |
5,500
| – | – | 0.12% | 86 |
|
|
2024
Q3 | $255K | Hold |
5,500
| – | – | 0.13% | 83 |
|
|
2024
Q2 | $264K | Hold |
5,500
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $272K | Hold |
5,500
| – | – | 0.15% | 77 |
|
|
2023
Q4 | $243K | Hold |
5,500
| – | – | 0.14% | 80 |
|
|
2023
Q3 | $261K | Hold |
5,500
| – | – | 0.18% | 76 |
|
|
2023
Q2 | $236K | Hold |
5,500
| – | – | 0.16% | 83 |
|
|
2023
Q1 | $241K | Hold |
5,500
| – | – | 0.18% | 74 |
|
|
2022
Q4 | $256K | Buy |
+5,500
| New | +$256K | 0.18% | 64 |
|