First Citizens Bank & Trust’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 | $226K | Hold |
5,000
| – | – | ﹤0.01% | 585 |
|
2025
Q1 | $247K | Hold |
5,000
| – | – | 0.01% | 434 |
|
2024
Q4 | $228K | Hold |
5,000
| – | – | ﹤0.01% | 431 |
|
2024
Q3 | $232K | Hold |
5,000
| – | – | 0.01% | 419 |
|
2024
Q2 | $240K | Hold |
5,000
| – | – | ﹤0.01% | 399 |
|
2024
Q1 | $247K | Hold |
5,000
| – | – | ﹤0.01% | 395 |
|
2023
Q4 | $221K | Hold |
5,000
| – | – | ﹤0.01% | 334 |
|
2023
Q3 | $237K | Hold |
5,000
| – | – | ﹤0.01% | 309 |
|
2023
Q2 | $214K | Hold |
5,000
| – | – | ﹤0.01% | 334 |
|
2023
Q1 | $219K | Hold |
5,000
| – | – | ﹤0.01% | 310 |
|
2022
Q4 | $232K | Buy |
+5,000
| New | +$232K | 0.01% | 291 |
|