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Financial Life Planners’s iShares US Energy ETF IYE Stock Holding History

Financial Life Planners’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,649
Closed -$180K – 72
2025
Q1 		$180K Sell
3,649
-204
-5% -$10.1K 0.18% 50
2024
Q4 		$176K Buy
+3,853
New +$176K 0.15% 54