Lantz Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $272K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $669K | Buy |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $519K | Buy |
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