HHM Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.4K Hold
849
﹤0.01% 416
2025
Q1
$41.9K Hold
849
0.01% 390
2024
Q4
$38.7K Hold
849
0.01% 397
2024
Q3
$39.3K Hold
849
0.01% 371
2024
Q2
$40.8K Buy
+849
New +$40.8K 0.01% 366