ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's Holding History (CIK: 0001767601)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 4,487 Value ($000) $221 Avg Close Range
Q4 2024
Shares 6,223 Value ($000) $284 Avg Close Range
Q3 2024
Shares 7,557 Value ($000) $350 Avg Close Range
Q2 2024
Shares 8,129 Value ($000) $390 Avg Close Range
Q1 2024
Shares 10,719 Value ($000) $530 Avg Close Range
Q4 2023
Shares 11,401 Value ($000) $503 Avg Close Range
Q3 2023
Shares 11,401 Value ($000) $541 Avg Close Range
Q2 2023
Shares 11,911 Value ($000) $510 Avg Close Range
Q1 2023
Shares 12,740 Value ($000) $557 Avg Close Range
Q4 2022
Shares 33,841 Value ($000) $1,573 Avg Close Range
Q3 2022
Shares 40,573 Value ($000) $1,595 Avg Close Range
Q2 2022
Shares 112,277 Value ($000) $4,280 Avg Close Range
Q1 2022
Shares 179,590 Value ($000) $7,349 Avg Close Range
Q4 2021
Shares 189,938 Value ($000) $5,717 Avg Close Range
Q3 2021
Shares 164,886 Value ($000) $4,660 Avg Close Range
Q2 2021
Shares 131,092 Value ($000) $3,813 Avg Close Range
Q1 2021
Shares 11,689 Value ($000) $307 Avg Close Range