KKM Financial’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Hold |
19,268
| – | – | 0.3% | 74 |
|
|
2025
Q1 | $950K | Sell |
19,268
-3,315
| -15% | -$163K | 0.4% | 67 |
|
|
2024
Q4 | $1.03M | Hold |
22,583
| – | – | 0.43% | 64 |
|
|
2024
Q3 | $1.05M | Hold |
22,583
| – | – | 0.52% | 61 |
|
|
2024
Q2 | $1.08M | Hold |
22,583
| – | – | 0.51% | 63 |
|
|
2024
Q1 | $1.12M | Hold |
22,583
| – | – | 0.54% | 63 |
|
|
2023
Q4 | $996K | Buy |
+22,583
| New | +$996K | 0.63% | 58 |
|