Strategic Wealth Partners’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	$14K	Buy	+310	New	+$14K	﹤0.01%	725
2018 Q1	–	Sell	-126	Closed	-$5K	–	805
2017 Q4	$5K	Buy	+126	New	+$5K	﹤0.01%	612