Grove Bank & Trust’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
$647K Buy
2025
Q2
$278K Hold
2025
Q1
$304K Hold
2024
Q4
$281K Sell
2024
Q3
$517K Hold
2024
Q2
$536K Hold
2024
Q1
$551K Hold
2023
Q4
$492K Hold
2023
Q3
$529K Hold
2023
Q2
$478K Hold
2023
Q1
$488K Hold
2022
Q4
$519K Hold
2022
Q3
$439K Hold
2022
Q2
$425K Hold
2022
Q1
$457K Hold
2021
Q4
$336K Hold
2021
Q3
$315K Hold
2021
Q2
$325K Hold
2021
Q1
$293K Hold
2020
Q4
$226K Buy