IAG Wealth Partners’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 | – | Sell |
-135
| Closed | -$6.66K | – | 515 |
|
|
2025
Q1 | $6.66K | Hold |
135
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $6.15K | Sell |
135
-45
| -25% | -$2.05K | ﹤0.01% | 406 |
|
|
2024
Q3 | $8.34K | Hold |
180
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $8.64K | Hold |
180
| – | – | ﹤0.01% | 344 |
|
|
2024
Q1 | $8.89K | Hold |
180
| – | – | ﹤0.01% | 329 |
|
|
2023
Q4 | $7.94K | Hold |
180
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $8.54K | Hold |
180
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $7.71K | Hold |
180
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $7.88K | Hold |
180
| – | – | ﹤0.01% | 340 |
|
|
2022
Q4 | $8.37K | Hold |
180
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 308 |
|
|
2022
Q2 | $7K | Sell |
180
-555
| -76% | -$21.6K | ﹤0.01% | 310 |
|
|
2022
Q1 | $30K | Hold |
735
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $22K | Buy |
735
+371
| +102% | +$11.1K | 0.01% | 214 |
|
|
2021
Q3 | $11K | Hold |
364
| – | – | ﹤0.01% | 261 |
|
|
2021
Q2 | $11K | Hold |
364
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $10K | Hold |
364
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $8K | Hold |
364
| – | – | ﹤0.01% | 264 |
|
|
2020
Q3 | $6K | Hold |
364
| – | – | ﹤0.01% | 272 |
|
|
2020
Q2 | $8K | Hold |
364
| – | – | ﹤0.01% | 249 |
|
|
2020
Q1 | $6K | Sell |
364
-338
| -48% | -$5.57K | ﹤0.01% | 259 |
|
|
2019
Q4 | $23K | Buy |
+702
| New | +$23K | 0.02% | 164 |
|