MHR
Matthew Hamilton Rosenberg’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
5,727
-1,042
| -15% | -$47.1K | 0.06% | 168 |
|
|
2025
Q1 | $334K | Sell |
6,769
-947
| -12% | -$46.7K | 0.08% | 108 |
|
|
2024
Q4 | $352K | Hold |
7,716
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $358K | Sell |
7,716
-289
| -4% | -$13.4K | 0.09% | 105 |
|
|
2024
Q2 | $384K | Buy |
8,005
+243
| +3% | +$11.7K | 0.11% | 87 |
|
|
2024
Q1 | $386K | Sell |
7,762
-1,727
| -18% | -$85.8K | 0.11% | 92 |
|
|
2023
Q4 | $419K | Sell |
9,489
-1,329
| -12% | -$58.6K | 0.13% | 81 |
|
|
2023
Q3 | $513K | Sell |
10,818
-3,772
| -26% | -$179K | 0.17% | 61 |
|
|
2023
Q2 | $625K | Sell |
14,590
-16,836
| -54% | -$721K | 0.21% | 53 |
|
|
2023
Q1 | $1.37M | Sell |
31,426
-25
| -0.1% | -$1.09K | 0.44% | 33 |
|
|
2022
Q4 | $1.46M | Sell |
31,451
-93
| -0.3% | -$4.32K | 0.5% | 31 |
|
|
2022
Q3 | $1.24M | Hold |
31,544
| – | – | 0.48% | 32 |
|
|
2022
Q2 | $1.22M | Buy |
31,544
+1,228
| +4% | +$47.4K | 0.46% | 34 |
|
|
2022
Q1 | $1.24M | Buy |
30,316
+163
| +0.5% | +$6.67K | 0.43% | 37 |
|
|
2021
Q4 | $908K | Sell |
30,153
-455
| -1% | -$13.7K | 0.32% | 46 |
|
|
2021
Q3 | $865K | Buy |
+30,608
| New | +$865K | 0.34% | 41 |
|