EP Wealth Advisors’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 | $183K | Buy |
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|
2025
Q1 | $166K | Sell |
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|
2024
Q4 | $176K | Buy |
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|
2024
Q3 | $156K | Buy |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $137K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $368K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $237K | Buy |
|