Foundation Wealth Management (Missouri)’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 | $1.33M | Buy |
29,433
+4,779
| +19% | +$216K | 0.93% | 20 |
|
|
2025
Q1 | $1.22M | Buy |
24,654
+241
| +1% | +$11.9K | 0.95% | 20 |
|
|
2024
Q4 | $1.11M | Sell |
24,413
-576
| -2% | -$26.2K | 0.86% | 21 |
|
|
2024
Q3 | $1.16M | Sell |
24,989
-439
| -2% | -$20.3K | 0.88% | 21 |
|
|
2024
Q2 | $1.22M | Sell |
25,428
-32
| -0.1% | -$1.54K | 0.96% | 21 |
|
|
2024
Q1 | $1.26M | Sell |
25,460
-641
| -2% | -$31.7K | 1.03% | 21 |
|
|
2023
Q4 | $1.15M | Buy |
26,101
+1,141
| +5% | +$50.3K | 1.03% | 21 |
|
|
2023
Q3 | $1.18M | Sell |
24,960
-1,795
| -7% | -$85.1K | 1.18% | 20 |
|
|
2023
Q2 | $1.15M | Buy |
26,755
+526
| +2% | +$22.5K | 1.12% | 21 |
|
|
2023
Q1 | $1.15M | Sell |
26,229
-8,112
| -24% | -$355K | 1.18% | 21 |
|
|
2022
Q4 | $1.6M | Buy |
+34,341
| New | +$1.6M | 1.62% | 17 |
|