Interchange Capital Partners’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
Q2 | $225K | Buy |
4,965
+17
| +0.3% | +$769 | 0.05% | 258 |
|
|
2025
Q1 | $244K | Buy |
+4,948
| New | +$244K | 0.07% | 231 |
|
|
2023
Q1 | – | Sell |
-6,007
| Closed | -$279K | – | 215 |
|
|
2022
Q4 | $279K | Buy |
+6,007
| New | +$279K | 0.28% | 85 |
|
|
2021
Q1 | – | Sell |
-960
| Closed | -$19K | – | 674 |
|
|
2020
Q4 | $19K | Buy |
+960
| New | +$19K | 0.01% | 644 |
|