Glass Jacobson Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$86.1K	Sell
2025 Q1	$96.4K	Hold
2024 Q4	$96.4K	Hold
2024 Q3	$98K	Hold
2024 Q2	$102K	Hold
2024 Q1	$104K	Buy
2023 Q4	$90.6K	Hold
2023 Q3	$97.4K	Buy
2023 Q2	$81.5K	Buy
2022 Q4	$3.12K	Buy