Market Street Wealth Management Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $7.35M | Sell |
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|
2021
Q4 | $5.72M | Buy |
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|
2021
Q3 | $4.66M | Buy |
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|
2021
Q2 | $3.81M | Buy |
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|
2021
Q1 | $307K | Buy |
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