Claro Advisors’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	–	Sell	-5,110	Closed	-$252K	–	444
2025 Q1	$252K	Sell	5,110 -2,246	-31%	-$111K	0.03%	429
2024 Q4	$335K	Buy	+7,356	New	+$335K	0.05%	326