Icon Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

Icon Wealth Partners’s Portfolio IYE Stock Details IYE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$166K	Sell
2023 Q2	$172K	Sell
2023 Q1	$176K	Buy
2022 Q2	$3.17M	Sell
2022 Q1	$6.32M	Buy
2021 Q4	$4.11M	Sell
2021 Q3	$4.08M	Sell
2021 Q2	$5.53M	Buy
2021 Q1	$3.72M	Buy