Journey Strategic Wealth’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 | $1.08M | Sell |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $783K | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $680K | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.08M | Buy |
|