WhitTier Trust Company’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 | $1.17M | Hold |
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|
2025
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $120K | Sell |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $120K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $108K | Hold |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $72K | Hold |
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|
2020
Q4 | $55K | Hold |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $88K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $19K | Buy |
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