IFP 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
Q2 | $79K | Buy |
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|
2025
Q1 | $81.6K | Buy |
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|
2024
Q4 | $74.7K | Sell |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $53.5K | Buy |
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|
2023
Q4 | $47.4K | Sell |
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|
2023
Q3 | $118K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $4.77M | Sell |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $5.56M | Hold |
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $612K | Sell |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $110K | Hold |
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|
2020
Q3 | $84K | Sell |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $54K | Buy |
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|
2019
Q4 | $59K | Sell |
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|
2019
Q3 | $61K | Buy |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $59K | Sell |
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|
2018
Q3 | $177K | Sell |
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|
2018
Q2 | $560K | Buy |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $307K | Sell |
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|
2017
Q2 | $372K | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $769K | Sell |
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|
2016
Q2 | $828K | Buy |
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|
2016
Q1 | $45K | Sell |
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|
2015
Q4 | $713K | Buy |
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