Security Financial Services’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 Q1	–	Sell	-15,187	Closed	-$692K	–	174
2024 Q4	$692K	Buy	15,187 +4,063	+37%	+$185K	0.14%	85
2024 Q3	$515K	Buy	11,124 +6,857	+161%	+$318K	0.11%	94
2024 Q2	$205K	Sell	4,267 -395	-8%	-$19K	0.04%	160
2024 Q1	$230K	Buy	+4,662	New	+$230K	0.05%	170