Phillips Financial 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 | $20.7K | Hold |
457
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $22.5K | Hold |
457
| – | – | ﹤0.01% | 235 |
|
|
2024
Q4 | $20.8K | Hold |
457
| – | – | ﹤0.01% | 231 |
|
|
2024
Q3 | $21.2K | Hold |
457
| – | – | ﹤0.01% | 241 |
|
|
2024
Q2 | $21.9K | Hold |
457
| – | – | ﹤0.01% | 235 |
|
|
2024
Q1 | $22.6K | Hold |
457
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $20.2K | Hold |
457
| – | – | ﹤0.01% | 213 |
|
|
2023
Q3 | $21.7K | Hold |
457
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $19.6K | Hold |
457
| – | – | ﹤0.01% | 207 |
|
|
2023
Q1 | $20K | Buy |
457
+106
| +30% | +$4.64K | ﹤0.01% | 211 |
|
|
2022
Q4 | $16.3K | Hold |
351
| – | – | ﹤0.01% | 201 |
|
|
2022
Q3 | $14K | Buy |
+351
| New | +$14K | ﹤0.01% | 197 |
|