Global Financial Private Client’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
Q2 | $225K | Sell |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $492K | Sell |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5.86K | Sell |
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|
2020
Q1 | $7.96K | Hold |
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|
2019
Q4 | $17.5K | Buy |
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