Larson Financial Group’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 | $42.9K | Sell |
948
-1,296
| -58% | -$58.6K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $111K | Buy |
2,244
+1,303
| +138% | +$64.2K | 0.01% | 767 |
|
|
2024
Q4 | $42.9K | Buy |
941
+4
| +0.4% | +$182 | ﹤0.01% | 946 |
|
|
2024
Q3 | $43.4K | Buy |
937
+4
| +0.4% | +$185 | ﹤0.01% | 943 |
|
|
2024
Q2 | $44.8K | Buy |
933
+918
| +6,120% | +$44.1K | ﹤0.01% | 836 |
|
|
2024
Q1 | $741 | Buy |
+15
| New | +$741 | ﹤0.01% | 1491 |
|
|
2023
Q2 | – | Sell |
-223
| Closed | -$9.76K | – | 1600 |
|
|
2023
Q1 | $9.76K | Hold |
223
| – | – | ﹤0.01% | 929 |
|
|
2022
Q4 | $10.4K | Hold |
223
| – | – | ﹤0.01% | 849 |
|
|
2022
Q3 | $9K | Hold |
223
| – | – | ﹤0.01% | 818 |
|
|
2022
Q2 | $9K | Buy |
+223
| New | +$9K | ﹤0.01% | 750 |
|