Medallion Wealth Advisors’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
$842 Hold
2025
Q4
$618 Hold
2025
Q3
$618 Hold
2025
Q2
$591 Hold
2025
Q1
$644 Hold
2024
Q4
$592 Buy