Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $4.96K | Buy |
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|
2025
Q3 | $4.31K | Sell |
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|
2025
Q2 | $5.97K | Sell |
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|
2025
Q1 | $40.6K | Buy |
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|
2024
Q4 | $6.19K | Hold |
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|
2024
Q3 | $5.94K | Sell |
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|
2024
Q2 | $28.5K | Sell |
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|
2024
Q1 | $34.7K | Sell |
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|
2023
Q4 | $33.4K | Sell |
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|
2023
Q3 | $56.2K | Hold |
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|
2023
Q2 | $50.8K | Buy |
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|
2022
Q4 | $72.3K | Buy |
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