MAI Capital Management’s iShares US Energy ETF IYE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.3K	Sell	338 -491	-59%	-$22.2K	﹤0.01%	2332
2025 Q1	$40.9K	Buy	829 +1	+0.1%	+$49	﹤0.01%	1741
2024 Q4	$37.7K	Buy	+828	New	+$37.7K	﹤0.01%	1794