OneDigital Investment 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 | $1.06M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $249K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
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