NorthRock Partners’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
Q1 | – | Sell |
-33
| Closed | -$1.5K | – | 870 |
|
|
2024
Q4 | $1.5K | Hold |
33
| – | – | ﹤0.01% | 748 |
|
|
2024
Q3 | $1.53K | Hold |
33
| – | – | ﹤0.01% | 807 |
|
|
2024
Q2 | $1.58K | Hold |
33
| – | – | ﹤0.01% | 782 |
|
|
2024
Q1 | $1.63K | Hold |
33
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $1.46K | Buy |
+33
| New | +$1.46K | ﹤0.01% | 731 |
|