Wealthspire Advisors (New York)’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 | $349K | Sell |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $461K | Buy |
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