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 |  |