Wealthspire Advisors (New York)’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 | $344K | Buy |
7,610
+218
| +3% | +$9.86K | ﹤0.01% | 629 |
|
|
2025
Q1 | $364K | Sell |
7,392
-332
| -4% | -$16.4K | ﹤0.01% | 591 |
|
|
2024
Q4 | $352K | Buy |
7,724
+290
| +4% | +$13.2K | ﹤0.01% | 611 |
|
|
2024
Q3 | $344K | Sell |
7,434
-558
| -7% | -$25.9K | ﹤0.01% | 589 |
|
|
2024
Q2 | $384K | Sell |
7,992
-412
| -5% | -$19.8K | ﹤0.01% | 480 |
|
|
2024
Q1 | $415K | Sell |
8,404
-83
| -1% | -$4.1K | 0.01% | 457 |
|
|
2023
Q4 | $374K | Sell |
8,487
-38
| -0.4% | -$1.68K | 0.01% | 469 |
|
|
2023
Q3 | $404K | Sell |
8,525
-4,289
| -33% | -$203K | 0.01% | 432 |
|
|
2023
Q2 | $549K | Sell |
12,814
-1,445
| -10% | -$61.9K | 0.01% | 343 |
|
|
2023
Q1 | $624K | Sell |
14,259
-743
| -5% | -$32.5K | 0.01% | 322 |
|
|
2022
Q4 | $697K | Buy |
15,002
+3,268
| +28% | +$152K | 0.01% | 324 |
|
|
2022
Q3 | $461K | Buy |
+11,734
| New | +$461K | 0.01% | 348 |
|