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

Dynasty 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 		– Sell
-54,471
Closed -$2.48M – 258
2024
Q4 		$2.48M Buy
+54,471
New +$2.48M 0.04% 83