The Family Firm’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
Q2 | $744K | Buy |
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|
2025
Q1 | $808K | Buy |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $749K | Buy |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $422K | Hold |
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|
2019
Q2 | $458K | Buy |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $232K | Sell |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $265K | Buy |
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