LRI Investments’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
$21.7K Hold
480
﹤0.01% 689
2025
Q1
$23.7K Hold
480
﹤0.01% 644
2024
Q4
$21.9K Hold
480
﹤0.01% 646
2024
Q3
$24K Hold
480
﹤0.01% 623
2024
Q2
$23K Hold
480
﹤0.01% 583
2024
Q1
$23.7K Buy
+480
New +$23.7K 0.01% 352