Heartwood Wealth Advisors’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 | $761K | Buy |
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|
2025
Q2 | $700K | Buy |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $1.22M | Hold |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $968K | Hold |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $919K | Buy |
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|
2023
Q1 | $922K | Buy |
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|
2022
Q4 | $926K | Sell |
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|
2022
Q3 | $970K | Buy |
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|
2022
Q2 | $881K | Buy |
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|
2022
Q1 | $936K | Sell |
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|
2021
Q4 | $905K | Buy |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $829K | Buy |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $255K | Buy |
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