Lazari Capital Management’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 | $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% | -$14.6K | 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 |
|