Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $792K | Sell |
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|
2022
Q3 | $781K | Sell |
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|
2022
Q2 | $763K | Buy |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $330K | Buy |
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