Global Retirement Partners’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 | $176K | Sell |
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|
2025
Q2 | $174K | Buy |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q3 | $97.2K | Sell |
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|
2024
Q2 | $190K | Buy |
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|
2024
Q1 | $185K | Sell |
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|
2023
Q4 | $161K | Sell |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $169K | Sell |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $194K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $74K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $54K | Buy |
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