Kestra Advisory Services’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 | $4.61M | Sell |
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|
2025
Q2 | $5.12M | Buy |
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|
2025
Q1 | $5.49M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $4.53M | Sell |
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|
2023
Q1 | $7.41M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.6M | Sell |
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|
2022
Q2 | $13.8M | Sell |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $9.12M | Sell |
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|
2021
Q3 | $8.81M | Sell |
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|
2021
Q2 | $9.39M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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