SHFA
SC&H Financial Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
5,335
-318
| -6% | -$14.4K | 0.04% | 137 |
|
|
2025
Q1 | $279K | Hold |
5,653
| – | – | 0.05% | 122 |
|
|
2024
Q4 | $258K | Hold |
5,653
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $262K | Sell |
5,653
-752
| -12% | -$34.8K | 0.06% | 131 |
|
|
2024
Q2 | $307K | Buy |
6,405
+13
| +0.2% | +$624 | 0.08% | 113 |
|
|
2024
Q1 | $316K | Buy |
6,392
+11
| +0.2% | +$543 | 0.08% | 109 |
|
|
2023
Q4 | $282K | Buy |
6,381
+28
| +0.4% | +$1.24K | 0.08% | 113 |
|
|
2023
Q3 | $301K | Hold |
6,353
| – | – | 0.1% | 109 |
|
|
2023
Q2 | $272K | Buy |
6,353
+11
| +0.2% | +$471 | 0.09% | 116 |
|
|
2023
Q1 | $277K | Buy |
6,342
+17
| +0.3% | +$744 | 0.1% | 114 |
|
|
2022
Q4 | $294K | Buy |
6,325
+16
| +0.3% | +$744 | 0.12% | 111 |
|
|
2022
Q3 | $248K | Buy |
6,309
+29
| +0.5% | +$1.14K | 0.12% | 113 |
|
|
2022
Q2 | $239K | Buy |
6,280
+21
| +0.3% | +$799 | 0.11% | 127 |
|
|
2022
Q1 | $256K | Buy |
+6,259
| New | +$256K | 0.12% | 131 |
|