Institute for Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Institute for Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$6K	Buy
2014 Q2	–	Sell
2014 Q1	$2.31M	Buy
2013 Q4	$1.89M	Sell
2013 Q3	$4.82M	Buy
2013 Q2	$2.82M	Buy