CoreCap Advisors’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 | $183K | Sell |
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2025
Q2 | $178K | Sell |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $990K | Sell |
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|
2021
Q4 | $2.01M | Buy |
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