Ruedi Wealth 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 | – | Sell |
-306
| Closed | -$15.1K | – | 195 |
|
|
2025
Q1 | $15.1K | Hold |
306
| – | – | ﹤0.01% | 140 |
|
|
2024
Q4 | $13.9K | Hold |
306
| – | – | ﹤0.01% | 148 |
|
|
2024
Q3 | $14.2K | Hold |
306
| – | – | ﹤0.01% | 148 |
|
|
2024
Q2 | $14.7K | Hold |
306
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $15.1K | Hold |
306
| – | – | 0.01% | 137 |
|
|
2023
Q4 | $13.5K | Hold |
306
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $14.5K | Sell |
306
-110
| -26% | -$5.22K | 0.01% | 114 |
|
|
2023
Q2 | $17.8K | Hold |
416
| – | – | 0.01% | 113 |
|
|
2023
Q1 | $18.2K | Buy |
+416
| New | +$18.2K | 0.01% | 127 |
|