SageView Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,158	Closed	-$229K	–	648
2023 Q4	$229K	Hold	5,158	–	–	0.01%	585
2023 Q3	$245K	Buy	+5,158	New	+$245K	0.01%	468