Liberty Wealth 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 | $589K | Buy |
+13,028
| New | +$589K | 0.09% | 112 |
|
|
2023
Q4 | – | Sell |
-7,175
| Closed | -$340K | – | 183 |
|
|
2023
Q3 | $340K | Sell |
7,175
-969
| -12% | -$45.9K | 0.08% | 117 |
|
|
2023
Q2 | $349K | Sell |
8,144
-981
| -11% | -$42K | 0.09% | 123 |
|
|
2023
Q1 | $399K | Buy |
+9,125
| New | +$399K | 0.08% | 142 |
|
|
2022
Q3 | $1.4M | Sell |
35,581
-29,487
| -45% | -$1.16M | 0.37% | 44 |
|
|
2022
Q2 | $2.48M | Sell |
65,068
-48,423
| -43% | -$1.85M | 1.01% | 22 |
|
|
2022
Q1 | $4.63M | Buy |
+113,491
| New | +$4.63M | 1.67% | 13 |
|
|
2021
Q4 | – | Sell |
-110,925
| Closed | -$3.14M | – | 40 |
|
|
2021
Q3 | $3.14M | Sell |
110,925
-12,497
| -10% | -$353K | 1.12% | 19 |
|
|
2021
Q2 | $3.59M | Buy |
+123,422
| New | +$3.59M | 1.4% | 15 |
|