Phillips Financial Management’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
Q3 | $21.7K | Hold |
|
|||||
|
2025
Q2 | $20.7K | Hold |
|
|||||
|
2025
Q1 | $22.5K | Hold |
|
|||||
|
2024
Q4 | $20.8K | Hold |
|
|||||
|
2024
Q3 | $21.2K | Hold |
|
|||||
|
2024
Q2 | $21.9K | Hold |
|
|||||
|
2024
Q1 | $22.6K | Hold |
|
|||||
|
2023
Q4 | $20.2K | Hold |
|
|||||
|
2023
Q3 | $21.7K | Hold |
|
|||||
|
2023
Q2 | $19.6K | Hold |
|
|||||
|
2023
Q1 | $20K | Buy |
|
|||||
|
2022
Q4 | $16.3K | Hold |
|
|||||
|
2022
Q3 | $14K | Buy |
|