Founders Financial Securities’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
$656K Buy
2025
Q2
$624K Sell
2025
Q1
$627K Sell
2024
Q4
$695K Sell
2024
Q3
$725K Buy
2024
Q2
$751K Sell
2024
Q1
$779K Buy
2023
Q4
$618K Buy
2023
Q3
$657K Sell
2023
Q2
$663K Sell
2023
Q1
$703K Buy
2022
Q4
$688K Sell
2022
Q3
$783K Buy