Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.8K | Hold |
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|
2025
Q2 | $22.6K | Hold |
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|
2025
Q1 | $24.6K | Hold |
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|
2024
Q4 | $22.8K | Hold |
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|
2024
Q3 | $23.2K | Sell |
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|
2024
Q2 | $35.7K | Hold |
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|
2024
Q1 | $36.7K | Hold |
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|
2023
Q4 | $32.8K | Hold |
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|
2023
Q3 | $35.2K | Hold |
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|
2023
Q2 | $31.8K | Hold |
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|
2023
Q1 | $32.5K | Hold |
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|
2022
Q4 | $34.5K | Sell |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $60K | Buy |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | $35K | Buy |
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|
2021
Q2 | $22K | Buy |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Buy |
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