Tradition Wealth Management’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 | $577K | Sell |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $609K | Sell |
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|
2022
Q4 | $812K | Sell |
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|
2022
Q3 | $740K | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $313K | Buy |
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