Guardian Wealth Advisors (North Carolina)’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
$82.3K Buy
2023
Q3
Sell
2023
Q2
$557 Hold
2023
Q1
$569 Hold
2022
Q4
$604 Buy