J.W. Cole Advisors’s iShares US Energy ETF IYE Stock Holding History

J.W. Cole Advisors’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
2025 Q2	$2.44M	Buy
2025 Q1	$761K	Sell
2024 Q4	$1.63M	Sell
2024 Q3	$1.75M	Buy
2024 Q2	$1.78M	Buy
2024 Q1	$1.79M	Buy
2023 Q4	$1.41M	Buy
2023 Q2	–	Sell
2023 Q1	$492K	Buy
2020 Q4	–	Sell
2020 Q3	$195K	Buy