Steward Partners Investment Advisory’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 | $2.05M | Buy |
|
|||||
|
2025
Q2 | $1.81M | Sell |
|
|||||
|
2025
Q1 | $2.43M | Sell |
|
|||||
|
2024
Q4 | $2.3M | Sell |
|
|||||
|
2024
Q3 | $2.48M | Sell |
|
|||||
|
2024
Q2 | $2.64M | Sell |
|
|||||
|
2024
Q1 | $2.8M | Buy |
|
|||||
|
2023
Q4 | $522K | Sell |
|
|||||
|
2023
Q3 | $666K | Sell |
|
|||||
|
2023
Q2 | $790K | Sell |
|
|||||
|
2023
Q1 | $3.53M | Sell |
|
|||||
|
2022
Q4 | $4.27M | Sell |
|
|||||
|
2022
Q3 | $3.66M | Buy |
|
|||||
|
2022
Q2 | $2.3M | Sell |
|
|||||
|
2022
Q1 | $3.67M | Sell |
|
|||||
|
2021
Q4 | $5.35M | Sell |
|
|||||
|
2021
Q3 | $5.08M | Sell |
|
|||||
|
2021
Q2 | $5.54M | Buy |
|
|||||
|
2021
Q1 | $4.68M | Buy |
|
|||||
|
2020
Q4 | $2.68M | Buy |
|
|||||
|
2020
Q3 | $1.86M | Buy |
|
|||||
|
2020
Q2 | $104K | Hold |
|
|||||
|
2020
Q1 | $79K | Buy |
|
|||||
|
2019
Q4 | $155K | Sell |
|
|||||
|
2019
Q3 | $161K | Sell |
|
|||||
|
2019
Q2 | $178K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $240K | Hold |
|
|||||
|
2018
Q2 | $240K | Buy |
|
|||||
|
2018
Q1 | $169K | Buy |
|
|||||
|
2017
Q4 | $167K | Buy |
|
|||||
|
2017
Q3 | $31K | Buy |
|
|||||
|
2017
Q2 | $29K | Buy |
|
|||||
|
2017
Q1 | $13K | Buy |
|