Golden State Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Golden State Wealth Management’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	$91.4K	Sell
2025 Q1	$131K	Buy
2024 Q4	$119K	Buy
2022 Q1	$234K	Buy
2019 Q4	–	Sell
2019 Q3	$13K	Hold
2019 Q2	$13K	Hold
2019 Q1	$14K	Buy