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
2026 Q1	$859K	Buy	14,129 +4	+0%	+$227	0.05%	309
2025 Q4	$671K	Buy	14,125 +330	+2%	+$15.6K	0.04%	340
2025 Q3	$656K	Buy	13,795 +6	+0%	+$279	0.04%	309
2025 Q2	$624K	Sell	13,789 -454	-3%	-$20.1K	0.05%	305
2025 Q1	$627K	Sell	14,243 -1,010	-7%	-$48.1K	0.05%	283
2024 Q4	$695K	Sell	15,253 -392	-3%	-$18.8K	0.06%	226
2024 Q3	$725K	Buy	15,645 +9	+0.1%	+$424	0.07%	216
2024 Q2	$751K	Sell	15,636 -128	-0.8%	-$6.25K	0.07%	220
2024 Q1	$779K	Buy	15,764 +1,753	+13%	+$78.8K	0.08%	196
2023 Q4	$618K	Buy	14,011 +162	+1%	+$7.28K	0.07%	220
2023 Q3	$657K	Sell	13,849 -1,625	-11%	-$75K	0.09%	179
2023 Q2	$663K	Sell	15,474 -587	-4%	-$25.1K	0.09%	180
2023 Q1	$703K	Buy	16,061 +1,255	+8%	+$56.8K	0.1%	167
2022 Q4	$688K	Sell	14,806 -5,108	-26%	-$239K	0.11%	170
2022 Q3	$783K	Buy	+19,914	New	+$818K	0.14%	139