Venturi 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 | – | Sell |
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|
2025
Q1 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $472 | Sell |
|
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|
2023
Q1 | $23.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $706K | Sell |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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