CX Institutional’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-547
Closed -$27K 1230
2025
Q1
$27K Buy
+547
New +$27K ﹤0.01% 920
2022
Q4
Sell
-10,839
Closed -$426K 536
2022
Q3
$426K Buy
+10,839
New +$426K 0.03% 354