RWA Wealth Partners’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 | $321K | Sell |
7,100
-6
| -0.1% | -$271 | ﹤0.01% | 500 |
|
|
2025
Q1 | $350K | Buy |
7,106
+6
| +0.1% | +$296 | ﹤0.01% | 457 |
|
|
2024
Q4 | $324K | Hold |
7,100
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $329K | Hold |
7,100
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $341K | Hold |
7,100
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $351K | Hold |
7,100
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $313K | Hold |
7,100
| – | – | ﹤0.01% | 434 |
|
|
2023
Q3 | $337K | Hold |
7,100
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $304K | Buy |
+7,100
| New | +$304K | 0.01% | 274 |
|