Goodwin Investment Advisory’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
2024
Q2
Sell
2024
Q1
$137K Sell
2023
Q4
$125K Sell
2023
Q3
$298K Hold
2023
Q2
$269K Sell
2023
Q1
$323K Sell
2022
Q4
$368K Sell
2022
Q3
$2.54M Buy