Crestwood Advisors Group’s iShares US Energy ETF IYE Stock Holding History

Crestwood Advisors Group’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.08M	Sell
2025 Q1	$10.9M	Sell
2024 Q4	$10.3M	Sell
2024 Q3	$10.9M	Sell
2024 Q2	$11.6M	Sell
2024 Q1	$12.1M	Sell
2023 Q4	$11.1M	Buy