Founders Financial Alliance’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 | $22.6K | Hold |
500
| – | – | 0.01% | 430 |
|
|
2025
Q1 | $24.7K | Hold |
500
| – | – | 0.01% | 485 |
|
|
2024
Q4 | $22.8K | Hold |
500
| – | – | 0.01% | 432 |
|
|
2024
Q3 | $23.2K | Sell |
500
-243
| -33% | -$11.3K | 0.01% | 444 |
|
|
2024
Q2 | $35.7K | Hold |
743
| – | – | 0.01% | 400 |
|
|
2024
Q1 | $36.7K | Hold |
743
| – | – | 0.01% | 404 |
|
|
2023
Q4 | $32.8K | Hold |
743
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $35.2K | Hold |
743
| – | – | 0.02% | 342 |
|
|
2023
Q2 | $31.8K | Hold |
743
| – | – | 0.01% | 377 |
|
|
2023
Q1 | $32.5K | Hold |
743
| – | – | 0.02% | 334 |
|
|
2022
Q4 | $34.5K | Sell |
743
-313
| -30% | -$14.6K | 0.02% | 356 |
|
|
2022
Q3 | $42K | Sell |
1,056
-3,536
| -77% | -$141K | 0.02% | 335 |
|
|
2022
Q2 | $175K | Buy |
4,592
+3,116
| +211% | +$119K | 0.09% | 217 |
|
|
2022
Q1 | $60K | Buy |
1,476
+33
| +2% | +$1.34K | 0.03% | 307 |
|
|
2021
Q4 | $43K | Buy |
1,443
+200
| +16% | +$5.96K | 0.02% | 363 |
|
|
2021
Q3 | $35K | Buy |
1,243
+493
| +66% | +$13.9K | 0.02% | 351 |
|
|
2021
Q2 | $22K | Buy |
750
+450
| +150% | +$13.2K | 0.01% | 387 |
|
|
2021
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 979 |
|