LCM
IYE icon

Lazari Capital Management’s iShares US Energy ETF IYE Stock Holding History

Lazari Capital Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$450K Hold
6,950
– – 0.16% 99
2025
Q4 		$330K Hold
6,950
– – 0.11% 110
2025
Q3 		$330K Hold
6,950
– – 0.11% 105
2025
Q2 		$314K Hold
6,950
– – 0.12% 102
2025
Q1 		$343K Hold
6,950
– – 0.14% 94
2024
Q4 		$317K Hold
6,950
– – 0.13% 95
2024
Q3 		$322K Sell
6,950
-315
-4% -$14.8K 0.14% 95
2024
Q2 		$349K Hold
7,265
– – 0.16% 94
2024
Q1 		$359K Hold
7,265
– – 0.19% 75
2023
Q4 		$321K Hold
7,265
– – 0.18% 78
2023
Q3 		$345K Hold
7,265
– – 0.21% 72
2023
Q2 		$311K Buy
+7,265
New +$311K 0.18% 82

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