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

Centricity 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
Q2 		$16.3K Hold
360
– – 0.01% 282
2025
Q1 		$17.7K Buy
+360
New +$17.7K 0.02% 264