Northwestern Mutual Wealth Management’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
Q2 | $2.01M | Buy |
44,381
+3,007
| +7% | +$136K | ﹤0.01% | 939 |
|
|
2025
Q1 | $2.04M | Buy |
41,374
+15,769
| +62% | +$777K | ﹤0.01% | 903 |
|
|
2024
Q4 | $1.17M | Sell |
25,605
-2,359
| -8% | -$107K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $1.3M | Sell |
27,964
-9,104
| -25% | -$422K | ﹤0.01% | 976 |
|
|
2024
Q2 | $1.78M | Buy |
37,068
+277
| +0.8% | +$13.3K | ﹤0.01% | 851 |
|
|
2024
Q1 | $1.82M | Sell |
36,791
-8,353
| -19% | -$413K | ﹤0.01% | 822 |
|
|
2023
Q4 | $1.99M | Sell |
45,144
-5,707
| -11% | -$252K | ﹤0.01% | 768 |
|
|
2023
Q3 | $2.41M | Sell |
50,851
-28,212
| -36% | -$1.34M | ﹤0.01% | 682 |
|
|
2023
Q2 | $3.39M | Sell |
79,063
-192,043
| -71% | -$8.23M | ﹤0.01% | 590 |
|
|
2023
Q1 | $11.9M | Sell |
271,106
-453,777
| -63% | -$19.9M | 0.02% | 320 |
|
|
2022
Q4 | $33.7M | Buy |
724,883
+183,845
| +34% | +$8.55M | 0.05% | 187 |
|
|
2022
Q3 | $21.3M | Sell |
541,038
-24,757
| -4% | -$973K | 0.04% | 218 |
|
|
2022
Q2 | $21.6M | Sell |
565,795
-39,684
| -7% | -$1.51M | 0.04% | 211 |
|
|
2022
Q1 | $24.8M | Buy |
605,479
+550,028
| +992% | +$22.5M | 0.04% | 196 |
|
|
2021
Q4 | $1.67M | Buy |
55,451
+2,784
| +5% | +$83.8K | ﹤0.01% | 657 |
|
|
2021
Q3 | $1.49M | Sell |
52,667
-78,266
| -60% | -$2.21M | ﹤0.01% | 647 |
|
|
2021
Q2 | $3.81M | Buy |
130,933
+77,104
| +143% | +$2.24M | 0.01% | 419 |
|
|
2021
Q1 | $1.41M | Sell |
53,829
-8,780
| -14% | -$230K | ﹤0.01% | 601 |
|
|
2020
Q4 | $1.27M | Buy |
62,609
+49,399
| +374% | +$1M | ﹤0.01% | 585 |
|
|
2020
Q3 | $211K | Buy |
13,210
+3,695
| +39% | +$59K | ﹤0.01% | 1009 |
|
|
2020
Q2 | $190K | Buy |
9,515
+6,702
| +238% | +$134K | ﹤0.01% | 989 |
|
|
2020
Q1 | $44K | Buy |
2,813
+1,528
| +119% | +$23.9K | ﹤0.01% | 1442 |
|
|
2019
Q4 | $41K | Sell |
1,285
-778
| -38% | -$24.8K | ﹤0.01% | 1532 |
|
|
2019
Q3 | $66K | Buy |
2,063
+114
| +6% | +$3.65K | ﹤0.01% | 1323 |
|
|
2019
Q2 | $67K | Sell |
1,949
-861
| -31% | -$29.6K | ﹤0.01% | 1284 |
|
|
2019
Q1 | $101K | Sell |
2,810
-144
| -5% | -$5.18K | ﹤0.01% | 1100 |
|
|
2018
Q4 | $92K | Sell |
2,954
-2,413
| -45% | -$75.2K | ﹤0.01% | 1029 |
|
|
2018
Q3 | $225K | Buy |
5,367
+182
| +4% | +$7.63K | ﹤0.01% | 773 |
|
|
2018
Q2 | $217K | Buy |
5,185
+1,247
| +32% | +$52.2K | ﹤0.01% | 746 |
|
|
2018
Q1 | $145K | Sell |
3,938
-585
| -13% | -$21.5K | ﹤0.01% | 834 |
|
|
2017
Q4 | $179K | Buy |
4,523
+269
| +6% | +$10.6K | ﹤0.01% | 754 |
|
|
2017
Q3 | $159K | Buy |
4,254
+1,475
| +53% | +$55.1K | ﹤0.01% | 758 |
|
|
2017
Q2 | $99K | Buy |
2,779
+376
| +16% | +$13.4K | ﹤0.01% | 886 |
|
|
2017
Q1 | $93K | Buy |
2,403
+1,152
| +92% | +$44.6K | ﹤0.01% | 846 |
|
|
2016
Q4 | $52K | Buy |
+1,251
| New | +$52K | ﹤0.01% | 1012 |
|
|
2016
Q3 | – | Sell |
-534
| Closed | -$20K | – | 864 |
|
|
2016
Q2 | $20K | Buy |
534
+459
| +612% | +$17.2K | ﹤0.01% | 1171 |
|
|
2016
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1807 |
|
|
2014
Q4 | – | Sell |
-136
| Closed | -$7K | – | 1768 |
|
|
2014
Q3 | $7K | Buy |
136
+50
| +58% | +$2.57K | ﹤0.01% | 975 |
|
|
2014
Q2 | $5K | Buy |
86
+85
| +8,500% | +$4.94K | ﹤0.01% | 1020 |
|
|
2014
Q1 | $0 | Sell |
1
-233
| -100% | – | ﹤0.01% | 1367 |
|
|
2013
Q4 | $12K | Sell |
234
-66
| -22% | -$3.39K | ﹤0.01% | 886 |
|
|
2013
Q3 | $14K | Buy |
300
+245
| +445% | +$11.4K | ﹤0.01% | 805 |
|
|
2013
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1098 |
|