SC&H Financial Advisors’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $256K | Buy |
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