Independent Advisor Alliance’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
Q1
Sell
-6,560
Closed -$299K 1109
2024
Q4
$299K Buy
+6,560
New +$299K ﹤0.01% 1145
2017
Q2
Sell
-9,162
Closed -$353K 324
2017
Q1
$353K Buy
+9,162
New +$353K 0.06% 273