Summit Financial Wealth Advisors’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 | $218K | Hold |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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