Retirement Planning Group (Kansas)’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 | $336K | Sell |
7,429
-1,283
| -15% | -$58K | 0.01% | 247 |
|
|
2025
Q1 | $430K | Buy |
8,712
+1,665
| +24% | +$82.1K | 0.02% | 206 |
|
|
2024
Q4 | $321K | Buy |
7,047
+263
| +4% | +$12K | 0.02% | 229 |
|
|
2024
Q3 | $314K | Buy |
6,784
+221
| +3% | +$10.2K | 0.02% | 219 |
|
|
2024
Q2 | $315K | Buy |
6,563
+8
| +0.1% | +$384 | 0.02% | 191 |
|
|
2024
Q1 | $324K | Hold |
6,555
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $289K | Buy |
6,555
+174
| +3% | +$7.68K | 0.03% | 142 |
|
|
2023
Q3 | $303K | Hold |
6,381
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $273K | Buy |
+6,381
| New | +$273K | 0.03% | 135 |
|