Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $648K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $4.63M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $3.59M | Buy |
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