Foundations Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$235K Sell
2022
Q4
$11.3M Buy
2022
Q3
$9.49M Sell
2022
Q2
$10.6M Buy
2022
Q1
$8.53M Buy
2021
Q4
$4.88M Buy
2021
Q3
$3.82M Buy
2021
Q2
$3.21M Buy
2021
Q1
$1.36M Buy