Paladin Advisory Group’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 | $46.4K | Hold |
1,025
| – | – | 0.04% | 147 |
|
|
2025
Q1 | $50.5K | Hold |
1,025
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $46.7K | Hold |
1,025
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $47.5K | Hold |
1,025
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $49.2K | Hold |
1,025
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $51K | Hold |
1,025
| – | – | 0.04% | 143 |
|
|
2023
Q4 | $45.2K | Hold |
1,025
| – | – | 0.04% | 148 |
|
|
2023
Q3 | $48.6K | Sell |
1,025
-102
| -9% | -$4.84K | 0.04% | 149 |
|
|
2023
Q2 | $48.3K | Hold |
1,127
| – | – | 0.04% | 154 |
|
|
2023
Q1 | $49.3K | Buy |
+1,127
| New | +$49.3K | 0.04% | 151 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 124 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 124 |
|
|
2022
Q2 | – | Sell |
-1,577
| Closed | -$65K | – | 125 |
|
|
2022
Q1 | $65K | Buy |
+1,577
| New | +$65K | 0.05% | 153 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 123 |
|