Principal Securities’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 | $51.9K | Sell |
1,149
-1,279
| -53% | -$57.8K | ﹤0.01% | 1854 |
|
|
2025
Q1 | $111K | Hold |
2,428
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q4 | $111K | Buy |
2,428
+47
| +2% | +$2.14K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $110K | Buy |
2,381
+54
| +2% | +$2.5K | ﹤0.01% | 1354 |
|
|
2024
Q2 | $112K | Hold |
2,327
| – | – | ﹤0.01% | 1283 |
|
|
2024
Q1 | $115K | Buy |
2,327
+549
| +31% | +$27.1K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $78.4K | Buy |
+1,778
| New | +$78.4K | ﹤0.01% | 1277 |
|