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Vermillion & White Wealth Management Group’s iShares US Energy ETF IYE Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,225
Closed -$58.2K – 302
2025
Q4 		$58.2K Hold
1,225
– – 0.03% 138
2025
Q3 		$58.2K Hold
1,225
– – 0.03% 138
2025
Q2 		$55.4K Hold
1,225
– – 0.04% 131
2025
Q1 		$60.4K Sell
1,225
-97
-7% -$4.62K 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 +$59.4K 0.06% 80

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UBS Group
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Royal Bank of Canada
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QC
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