One Wealth Advisors’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
Sell
2025
Q1
$258K Sell
2024
Q4
$508K Buy
2024
Q3
$357K Buy
2024
Q2
$345K Sell
2024
Q1
$392K Sell
2023
Q4
$621K Buy
2023
Q2
Sell
2023
Q1
$378K Sell
2022
Q4
$637K Buy