Geneos Wealth Management’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 | $74.8K | Hold |
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|
2025
Q2 | $71.2K | Sell |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $26.2K | Hold |
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|
2024
Q3 | $26.6K | Hold |
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|
2024
Q2 | $27.6K | Sell |
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|
2024
Q1 | $30.4K | Hold |
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|
2023
Q4 | $27.1K | Hold |
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|
2023
Q3 | $29.2K | Hold |
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|
2023
Q2 | $26.3K | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $149K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $108K | Sell |
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|
2020
Q4 | $133K | Buy |
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|
2020
Q3 | $92K | Sell |
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|
2020
Q2 | $115K | Sell |
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|
2020
Q1 | $123K | Sell |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $340K | Sell |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $518K | Sell |
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|
2018
Q1 | $611K | Sell |
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|
2017
Q4 | $664K | Buy |
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|
2017
Q3 | $619K | Buy |
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|
2017
Q2 | $562K | Buy |
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|
2017
Q1 | $603K | Sell |
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|
2016
Q4 | $693K | Sell |
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|
2016
Q3 | $679K | Sell |
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|
2016
Q2 | $1.31M | Buy |
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|
2016
Q1 | $568K | Buy |
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