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

Dakota Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$463K	Buy
2024 Q3	–	Sell
2024 Q2	$260K	Hold
2024 Q1	$267K	Buy