Aprio Wealth Management’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
Sell
-4,181
Closed -$206K 422
2025
Q1
$206K Buy
+4,181
New +$206K 0.03% 355