SOA Wealth 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 | $66.7K | Buy |
1,476
+10
| +0.7% | +$452 | 0.01% | 319 |
|
|
2025
Q1 | $72.3K | Buy |
1,466
+10
| +0.7% | +$493 | 0.02% | 292 |
|
|
2024
Q4 | $66.4K | Buy |
1,456
+10
| +0.7% | +$456 | 0.01% | 293 |
|
|
2024
Q3 | $67K | Buy |
1,446
+11
| +0.8% | +$510 | 0.01% | 282 |
|
|
2024
Q2 | $68.9K | Sell |
1,435
-354
| -20% | -$17K | 0.01% | 280 |
|
|
2024
Q1 | $88.4K | Sell |
1,789
-510
| -22% | -$25.2K | 0.02% | 253 |
|
|
2023
Q4 | $101K | Sell |
2,299
-219
| -9% | -$9.66K | 0.02% | 234 |
|
|
2023
Q3 | $119K | Hold |
2,518
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $108K | Buy |
2,518
+12
| +0.5% | +$514 | 0.03% | 227 |
|
|
2023
Q1 | $110K | Buy |
2,506
+17
| +0.7% | +$744 | 0.03% | 218 |
|
|
2022
Q4 | $116K | Sell |
2,489
-256
| -9% | -$11.9K | 0.03% | 207 |
|
|
2022
Q3 | $107K | Hold |
2,745
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $104K | Buy |
2,745
+18
| +0.7% | +$682 | 0.03% | 200 |
|
|
2022
Q1 | $111K | Buy |
2,727
+137
| +5% | +$5.58K | 0.03% | 219 |
|
|
2021
Q4 | $77K | Buy |
2,590
+41
| +2% | +$1.22K | 0.02% | 249 |
|
|
2021
Q3 | $72K | Hold |
2,549
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $74K | Buy |
2,549
+273
| +12% | +$7.93K | 0.02% | 261 |
|
|
2021
Q1 | $59K | Hold |
2,276
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $54K | Buy |
+2,276
| New | +$54K | 0.01% | 253 |
|