FPGK
Financial Partners Group (Kansas)’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
10,236
-828
| -7% | -$37.4K | 0.06% | 129 |
|
|
2025
Q1 | $545K | Sell |
11,064
-84
| -0.8% | -$4.14K | 0.08% | 105 |
|
|
2024
Q4 | $508K | Sell |
11,148
-1,563
| -12% | -$71.2K | 0.07% | 104 |
|
|
2024
Q3 | $589K | Sell |
12,711
-85
| -0.7% | -$3.94K | 0.09% | 94 |
|
|
2024
Q2 | $614K | Buy |
12,796
+51
| +0.4% | +$2.45K | 0.1% | 89 |
|
|
2024
Q1 | $630K | Sell |
12,745
-1,526
| -11% | -$75.4K | 0.1% | 88 |
|
|
2023
Q4 | $630K | Sell |
14,271
-1,015
| -7% | -$44.8K | 0.11% | 78 |
|
|
2023
Q3 | $663K | Sell |
15,286
-751
| -5% | -$32.6K | 0.14% | 72 |
|
|
2023
Q2 | $735K | Buy |
16,037
+509
| +3% | +$23.3K | 0.15% | 67 |
|
|
2023
Q1 | $679K | Sell |
15,528
-490
| -3% | -$21.4K | 0.15% | 71 |
|
|
2022
Q4 | $760K | Sell |
16,018
-1,790
| -10% | -$84.9K | 0.17% | 70 |
|
|
2022
Q3 | $700K | Sell |
17,808
-695
| -4% | -$27.3K | 0.18% | 63 |
|
|
2022
Q2 | $705K | Sell |
18,503
-2,106
| -10% | -$80.2K | 0.18% | 66 |
|
|
2022
Q1 | $843K | Buy |
20,609
+212
| +1% | +$8.67K | 0.18% | 67 |
|
|
2021
Q4 | $714K | Buy |
20,397
+407
| +2% | +$14.2K | 0.16% | 80 |
|
|
2021
Q3 | $565K | Sell |
19,990
-544
| -3% | -$15.4K | 0.13% | 85 |
|
|
2021
Q2 | $597K | Buy |
20,534
+3,279
| +19% | +$95.3K | 0.15% | 74 |
|
|
2021
Q1 | $453K | Buy |
17,255
+76
| +0.4% | +$2K | 0.13% | 85 |
|
|
2020
Q4 | $388K | Sell |
17,179
-1,858
| -10% | -$42K | 0.12% | 82 |
|
|
2020
Q3 | $304K | Buy |
19,037
+970
| +5% | +$15.5K | 0.1% | 87 |
|
|
2020
Q2 | $362K | Buy |
18,067
+2,829
| +19% | +$56.7K | 0.14% | 68 |
|
|
2020
Q1 | $222K | Buy |
15,238
+1,922
| +14% | +$28K | 0.14% | 63 |
|
|
2019
Q4 | $393K | Buy |
13,316
+765
| +6% | +$22.6K | 0.15% | 51 |
|
|
2019
Q3 | $399K | Buy |
12,551
+107
| +0.9% | +$3.4K | 0.18% | 50 |
|
|
2019
Q2 | $428K | Sell |
12,444
-200
| -2% | -$6.88K | 0.2% | 49 |
|
|
2019
Q1 | $456K | Sell |
12,644
-1,072
| -8% | -$38.7K | 0.25% | 53 |
|
|
2018
Q4 | $427K | Sell |
13,716
-11,817
| -46% | -$368K | 0.28% | 49 |
|
|
2018
Q3 | $1.07M | Sell |
25,533
-4,838
| -16% | -$203K | 0.7% | 28 |
|
|
2018
Q2 | $1.27M | Sell |
30,371
-938
| -3% | -$39.3K | 0.93% | 26 |
|
|
2018
Q1 | $1.16M | Sell |
31,309
-1,678
| -5% | -$62K | 0.91% | 29 |
|
|
2017
Q4 | $1.31M | Buy |
+32,987
| New | +$1.31M | 1.03% | 26 |
|