Next 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
Q2 | $249K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $1.87M | Hold |
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|
2021
Q4 | $1.37M | Hold |
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|
2021
Q3 | $1.29M | Hold |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $924K | Hold |
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|
2020
Q3 | $729K | Hold |
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|
2020
Q2 | $914K | Hold |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $43K | Buy |
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