Vermillion & White Wealth Management Group’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4K | Hold |
1,225
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $60.4K | Sell |
1,225
-97
| -7% | -$4.78K | 0.04% | 116 |
|
|
2024
Q4 | $60.2K | Hold |
1,322
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $61.3K | Hold |
1,322
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $63.5K | Hold |
1,322
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $65.3K | Hold |
1,322
| – | – | 0.05% | 104 |
|
|
2023
Q4 | $58.3K | Buy |
+1,322
| New | +$58.3K | 0.06% | 80 |
|