Founders Financial Alliance’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
2026 Q1	$32.4K	Hold	500	–	–	0.01%	547
2025 Q4	$23.8K	Hold	500	–	–	﹤0.01%	467
2025 Q3	$23.8K	Hold	500	–	–	﹤0.01%	554
2025 Q2	$22.6K	Hold	500	–	–	0.01%	430
2025 Q1	$24.6K	Hold	500	–	–	0.01%	485
2024 Q4	$22.8K	Hold	500	–	–	0.01%	432
2024 Q3	$23.2K	Sell	500 -243	-33%	-$11.4K	0.01%	444
2024 Q2	$35.7K	Hold	743	–	–	0.01%	400
2024 Q1	$36.7K	Hold	743	–	–	0.01%	404
2023 Q4	$32.8K	Hold	743	–	–	0.01%	367
2023 Q3	$35.2K	Hold	743	–	–	0.02%	342
2023 Q2	$31.8K	Hold	743	–	–	0.01%	377
2023 Q1	$32.5K	Hold	743	–	–	0.02%	335
2022 Q4	$34.5K	Sell	743 -313	-30%	-$14.6K	0.02%	356
2022 Q3	$42K	Sell	1,056 -3,536	-77%	-$145K	0.02%	335
2022 Q2	$175K	Buy	4,592 +3,116	+211%	+$132K	0.09%	217
2022 Q1	$60K	Buy	1,476 +33	+2%	+$1.22K	0.03%	307
2021 Q4	$43K	Buy	1,443 +200	+16%	+$6.16K	0.02%	363
2021 Q3	$35K	Buy	1,243 +493	+66%	+$13.2K	0.02%	351
2021 Q2	$22K	Buy	750 +450	+150%	+$12.5K	0.01%	387
2021 Q1	$9K	Hold	300	–	–	﹤0.01%	410
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	385
2020 Q3	$5K	Buy	+300	New	+$5.67K	﹤0.01%	979