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Concurrent Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Concurrent Investment Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Buy
5,280
+854
+19% +$38.6K ﹤0.01% 1169
2025
Q1 		$218K Buy
+4,426
New +$218K 0.01% 1078