Matrix Private Capital Group’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 | $85.5K | Hold |
1,890
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $93.2K | Hold |
1,890
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $86.1K | Hold |
1,890
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $87.6K | Hold |
1,890
| – | – | 0.05% | 123 |
|
|
2024
Q2 | $90.7K | Hold |
1,890
| – | – | 0.06% | 123 |
|
|
2024
Q1 | $93.4K | Hold |
1,890
| – | – | 0.06% | 117 |
|
|
2023
Q4 | $83.4K | Hold |
1,890
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $90.3K | Hold |
1,890
| – | – | 0.07% | 123 |
|
|
2023
Q2 | $81K | Hold |
1,890
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $82.7K | Buy |
+1,890
| New | +$82.7K | 0.06% | 144 |
|