J.W. Cole Advisors’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 | – | Sell |
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|
2025
Q4 | $724K | Sell |
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|
2025
Q3 | $2.66M | Buy |
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2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $195K | Buy |
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