Independent Financial Group’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
2026
Q1
$248K Buy
2024
Q3
Sell
2024
Q2
$210K Buy
2022
Q3
Sell
2022
Q2
$319K Buy
2022
Q1
$299K Sell
2021
Q4
$234K Buy
2021
Q3
Sell
2021
Q2
$268K Buy