Narwhal Capital Management’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
Q3 | $419K | Hold |
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|
2025
Q2 | $399K | Hold |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $257K | Buy |
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