Farther Finance Advisors’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 | $239K | Buy |
5,294
+2,773
| +110% | +$125K | ﹤0.01% | 1301 |
|
|
2025
Q1 | $125K | Buy |
2,521
+97
| +4% | +$4.81K | ﹤0.01% | 1428 |
|
|
2024
Q4 | $110K | Buy |
2,424
+710
| +41% | +$32.4K | ﹤0.01% | 1268 |
|
|
2024
Q3 | $79.4K | Sell |
1,714
-110
| -6% | -$5.1K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $87.5K | Buy |
1,824
+141
| +8% | +$6.76K | ﹤0.01% | 1185 |
|
|
2024
Q1 | $83.7K | Buy |
1,683
+202
| +14% | +$10K | 0.01% | 999 |
|
|
2023
Q4 | $65.3K | Buy |
1,481
+843
| +132% | +$37.2K | ﹤0.01% | 942 |
|
|
2023
Q3 | $30.2K | Sell |
638
-475
| -43% | -$22.5K | ﹤0.01% | 965 |
|
|
2023
Q2 | $47.7K | Sell |
1,113
-820
| -42% | -$35.1K | 0.01% | 689 |
|
|
2023
Q1 | $84.6K | Sell |
1,933
-9,498
| -83% | -$416K | 0.02% | 450 |
|
|
2022
Q4 | $531K | Buy |
+11,431
| New | +$531K | 0.21% | 97 |
|