Spire Wealth Management’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 | $245K | Sell |
5,416
-64
| -1% | -$2.89K | 0.01% | 710 |
|
|
2025
Q1 | $270K | Sell |
5,480
-46
| -0.8% | -$2.27K | 0.01% | 747 |
|
|
2024
Q4 | $252K | Sell |
5,526
-38
| -0.7% | -$1.73K | 0.01% | 753 |
|
|
2024
Q3 | $258K | Sell |
5,564
-176
| -3% | -$8.16K | 0.01% | 673 |
|
|
2024
Q2 | $276K | Sell |
5,740
-1,651
| -22% | -$79.2K | 0.01% | 636 |
|
|
2024
Q1 | $365K | Sell |
7,391
-231
| -3% | -$11.4K | 0.01% | 603 |
|
|
2023
Q4 | $320K | Sell |
7,622
-120
| -2% | -$5.05K | 0.01% | 633 |
|
|
2023
Q3 | $367K | Sell |
7,742
-4,960
| -39% | -$235K | 0.01% | 552 |
|
|
2023
Q2 | $544K | Sell |
12,702
-1,396
| -10% | -$59.8K | 0.02% | 470 |
|
|
2023
Q1 | $617K | Sell |
14,098
-36,711
| -72% | -$1.61M | 0.02% | 444 |
|
|
2022
Q4 | $2.36M | Buy |
50,809
+3,773
| +8% | +$175K | 0.13% | 140 |
|
|
2022
Q3 | $1.85M | Sell |
47,036
-67,356
| -59% | -$2.65M | 0.11% | 139 |
|
|
2022
Q2 | $4.36M | Sell |
114,392
-114,501
| -50% | -$4.37M | 0.18% | 128 |
|
|
2022
Q1 | $9.55M | Sell |
228,893
-7,762
| -3% | -$324K | 0.26% | 110 |
|
|
2021
Q4 | $7.12M | Buy |
236,655
+5,418
| +2% | +$163K | 0.16% | 146 |
|
|
2021
Q3 | $6.56M | Buy |
231,237
+4,852
| +2% | +$138K | 0.17% | 135 |
|
|
2021
Q2 | $6.59M | Buy |
226,385
+218,907
| +2,927% | +$6.37M | 0.18% | 137 |
|
|
2021
Q1 | $196K | Buy |
+7,478
| New | +$196K | 0.01% | 1074 |
|