WA
Wealthstar Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
44,819
+2,926
| +7% | +$132K | 0.76% | 21 |
|
|
2025
Q1 | $2.07M | Buy |
41,893
+4,405
| +12% | +$217K | 0.95% | 23 |
|
|
2024
Q4 | $1.71M | Buy |
+37,488
| New | +$1.71M | 0.74% | 28 |
|
|
2023
Q4 | – | Sell |
-22,482
| Closed | -$1.07M | – | 132 |
|
|
2023
Q3 | $1.07M | Buy |
+22,482
| New | +$1.07M | 0.41% | 25 |
|
|
2022
Q2 | – | Sell |
-112,029
| Closed | -$4.59M | – | 90 |
|
|
2022
Q1 | $4.59M | Buy |
+112,029
| New | +$4.59M | 1.7% | 11 |
|