Wealth Management Partners’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 | $1M | Buy |
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|
2025
Q2 | $952K | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $774K | Sell |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $801K | Buy |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $678K | Hold |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $798K | Buy |
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|
2022
Q3 | $715K | Sell |
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|
2022
Q2 | $645K | Sell |
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|
2022
Q1 | $726K | Buy |
|