Kraft Davis & Associates’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 | $249K | Hold |
5,315
| – | – | 0.07% | 125 |
|
|
2025
Q1 | $229K | Hold |
5,315
| – | – | 0.07% | 116 |
|
|
2024
Q4 | $255K | Hold |
5,315
| – | – | 0.07% | 117 |
|
|
2024
Q3 | $248K | Hold |
5,315
| – | – | 0.07% | 123 |
|
|
2024
Q2 | $258K | Hold |
5,315
| – | – | 0.08% | 122 |
|
|
2024
Q1 | $259K | Hold |
5,315
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $233K | Hold |
5,315
| – | – | 0.07% | 120 |
|
|
2023
Q3 | $245K | Buy |
+5,315
| New | +$245K | 0.09% | 96 |
|