Valley Wealth Managers’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 | $7.75K | Hold |
|
|||||
|
2025
Q2 | $7.37K | Hold |
|
|||||
|
2025
Q1 | $8.04K | Sell |
|
|||||
|
2024
Q4 | $74.7K | Hold |
|
|||||
|
2024
Q3 | $76K | Hold |
|
|||||
|
2024
Q2 | $78.7K | Hold |
|
|||||
|
2024
Q1 | $81K | Hold |
|
|||||
|
2023
Q4 | $72.3K | Hold |
|
|||||
|
2023
Q3 | $77.7K | Hold |
|
|||||
|
2023
Q2 | $70.2K | Sell |
|
|||||
|
2023
Q1 | $73.8K | Sell |
|
|||||
|
2022
Q4 | $79.4K | Hold |
|
|||||
|
2022
Q3 | $67K | Sell |
|
|||||
|
2022
Q2 | $88K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $31K | Buy |
|
|||||
|
2016
Q4 | $20K | Buy |
|
|||||
|
2016
Q3 | $11K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $427K | Buy |
|