SFWA
Summit Financial 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
Q1 | $1.55M | Sell |
31,388
-88
| -0.3% | -$4.34K | 0.31% | 43 |
|
|
2024
Q4 | $1.47M | Sell |
31,476
-789
| -2% | -$36.9K | 0.29% | 48 |
|
|
2024
Q3 | $1.5M | Buy |
32,265
+47
| +0.1% | +$2.18K | 0.28% | 45 |
|
|
2024
Q2 | $1.55M | Sell |
32,218
-9
| -0% | -$432 | 0.31% | 44 |
|
|
2024
Q1 | $1.59M | Sell |
32,227
-894
| -3% | -$44.2K | 0.32% | 42 |
|
|
2023
Q4 | $1.46M | Buy |
33,121
+39
| +0.1% | +$1.72K | 0.33% | 41 |
|
|
2023
Q3 | $1.46M | Sell |
33,082
-131
| -0.4% | -$5.77K | 0.36% | 39 |
|
|
2023
Q2 | $1.42M | Buy |
33,213
+120
| +0.4% | +$5.14K | 0.33% | 44 |
|
|
2023
Q1 | $1.45M | Sell |
33,093
-106
| -0.3% | -$4.64K | 0.34% | 46 |
|
|
2022
Q4 | $1.54M | Buy |
+33,199
| New | +$1.54M | 0.37% | 44 |
|