Founders Financial Securities’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 | $624K | Sell |
13,789
-454
| -3% | -$20.5K | 0.05% | 305 |
|
|
2025
Q1 | $627K | Sell |
14,243
-1,010
| -7% | -$44.4K | 0.05% | 283 |
|
|
2024
Q4 | $695K | Sell |
15,253
-392
| -3% | -$17.9K | 0.06% | 226 |
|
|
2024
Q3 | $725K | Buy |
15,645
+9
| +0.1% | +$417 | 0.07% | 216 |
|
|
2024
Q2 | $751K | Sell |
15,636
-128
| -0.8% | -$6.14K | 0.07% | 220 |
|
|
2024
Q1 | $779K | Buy |
15,764
+1,753
| +13% | +$86.6K | 0.08% | 196 |
|
|
2023
Q4 | $618K | Buy |
14,011
+162
| +1% | +$7.15K | 0.07% | 220 |
|
|
2023
Q3 | $657K | Sell |
13,849
-1,625
| -11% | -$77.1K | 0.09% | 179 |
|
|
2023
Q2 | $663K | Sell |
15,474
-587
| -4% | -$25.1K | 0.09% | 180 |
|
|
2023
Q1 | $703K | Buy |
16,061
+1,255
| +8% | +$54.9K | 0.1% | 167 |
|
|
2022
Q4 | $688K | Sell |
14,806
-5,108
| -26% | -$237K | 0.11% | 170 |
|
|
2022
Q3 | $783K | Buy |
+19,914
| New | +$783K | 0.14% | 139 |
|