Kesler Norman & Wride’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
2024
Q3
Sell
2024
Q2
$592K Sell
2024
Q1
$670K Sell
2023
Q4
$1.06M Sell
2023
Q3
$1.25M Sell
2023
Q2
$1.31M Sell
2023
Q1
$1.44M Sell
2022
Q4
$2.14M Sell
2022
Q3
$2.63M Sell
2022
Q2
$3.99M Sell
2022
Q1
$7.09M Buy
2021
Q4
$692K Sell
2021
Q3
$809K Sell
2021
Q2
$3.99M Buy
2021
Q1
$230K Buy