Grimes & Company’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 | $447K | Sell |
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|
2025
Q1 | $991K | Sell |
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|
2024
Q4 | $916K | Buy |
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|
2024
Q3 | $926K | Buy |
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|
2024
Q2 | $956K | Buy |
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|
2024
Q1 | $980K | Buy |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $948K | Hold |
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|
2023
Q2 | $857K | Buy |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $764K | Sell |
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|
2022
Q1 | $870K | Sell |
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|
2021
Q4 | $844K | Sell |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $824K | Sell |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $588K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $495K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8.68M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4.1M | Buy |
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