Financial Management Professionals’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 | $37.3K | Hold |
824
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $40.6K | Hold |
824
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $37.6K | Hold |
824
| – | – | ﹤0.01% | 311 |
|
|
2024
Q3 | $38K | Buy |
824
+639
| +345% | +$29.5K | ﹤0.01% | 302 |
|
|
2024
Q2 | $9K | Hold |
185
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $9K | Hold |
185
| – | – | ﹤0.01% | 556 |
|
|
2023
Q4 | $8K | Hold |
185
| – | – | ﹤0.01% | 580 |
|
|
2023
Q3 | $9K | Hold |
185
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $8K | Sell |
185
-21,374
| -99% | -$924K | ﹤0.01% | 580 |
|
|
2023
Q1 | $943K | Buy |
21,559
+21,374
| +11,554% | +$935K | 0.18% | 43 |
|
|
2022
Q4 | $9K | Hold |
185
| – | – | ﹤0.01% | 525 |
|
|
2022
Q3 | $7K | Hold |
185
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $7K | Hold |
185
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $8K | Hold |
185
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $6K | Hold |
185
| – | – | ﹤0.01% | 561 |
|
|
2021
Q3 | $5K | Hold |
185
| – | – | ﹤0.01% | 589 |
|
|
2021
Q2 | $5K | Hold |
185
| – | – | ﹤0.01% | 519 |
|
|
2021
Q1 | $5K | Hold |
185
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $4K | Hold |
185
| – | – | ﹤0.01% | 475 |
|
|
2020
Q3 | $3K | Hold |
185
| – | – | ﹤0.01% | 463 |
|
|
2020
Q2 | $4K | Hold |
185
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $3K | Buy |
+185
| New | +$3K | ﹤0.01% | 231 |
|