Cresset Asset Management’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
Q2
$281K Buy
2025
Q1
Sell
2024
Q4
$802K Sell
2024
Q3
$1.83M Buy
2024
Q2
$1.89M Buy
2024
Q1
$1.95M Buy
2023
Q4
$920K Sell
2023
Q3
$1.17M Hold
2023
Q2
$1.06M Buy
2023
Q1
$922K Buy
2022
Q4
$757 Sell
2022
Q3
$760K Buy
2022
Q2
$734K Buy