Medallion Wealth Advisors, LLC’s iShares US Energy ETF IYE Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio IYE Stock Details IYE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$842	Hold
2025 Q4	$618	Hold
2025 Q3	$618	Hold
2025 Q2	$591	Hold
2025 Q1	$644	Hold
2024 Q4	$592	Buy