Integrated Wealth Concepts’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
Q3 | $373K | Sell |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $2.47M | Buy |
|
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|
2024
Q3 | $1.38M | Buy |
|
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.71M | Sell |
|
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|
2023
Q4 | $3.37M | Buy |
|
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.11M | Sell |
|
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|
2023
Q1 | $1.47M | Sell |
|
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $6.24M | Sell |
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|
2021
Q2 | $7.64M | Buy |
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|
2021
Q1 | $1.53M | Buy |
|