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GeoWealth Management’s iShares US Energy ETF IYE Stock Holding History

GeoWealth Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-47
Closed -$2.14K – 1454
2024
Q4 		$2.14K Buy
47
+28
+147% +$1.28K ﹤0.01% 1645
2024
Q3 		$881 Buy
+19
New +$881 ﹤0.01% 1604