TRUE Private 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
Q2 | $484K | Hold |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $675K | Sell |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $751K | Buy |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $162K | Hold |
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|
2020
Q1 | $123K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11.6M | Buy |
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