Spire Wealth Management’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 | $281K | Buy |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $4.36M | Sell |
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|
2022
Q1 | $9.55M | Sell |
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|
2021
Q4 | $7.12M | Buy |
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|
2021
Q3 | $6.56M | Buy |
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|
2021
Q2 | $6.59M | Buy |
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|
2021
Q1 | $196K | Buy |
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