D.A. Davidson & Co’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
Q3 | $275K | Buy |
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|
2025
Q2 | $262K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $772K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $393K | Buy |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $473K | Buy |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $142K | Sell |
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|
2017
Q1 | $159K | Sell |
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|
2016
Q4 | $181K | Sell |
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|
2016
Q3 | $206K | Buy |
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|
2016
Q2 | $45K | Buy |
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|
2016
Q1 | $39K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.92M | Buy |
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|
2014
Q4 | $22K | Sell |
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|
2014
Q3 | $43K | Sell |
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|
2014
Q2 | $2.05M | Sell |
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|
2014
Q1 | $2.78M | Buy |
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|
2013
Q4 | $1.44M | Buy |
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|
2013
Q3 | $1.16M | Buy |
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|
2013
Q2 | $533K | Buy |
|