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Capital A Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Capital A Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$28.2K Buy
573
+20
+4% +$986 0.03% 195
2024
Q4 		$25.2K Buy
+553
New +$25.2K 0.04% 209