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Shared Vision Wealth Group’s iShares US Energy ETF IYE Stock Holding History

Shared Vision Wealth Group’s Portfolio IYE Stock Details IYE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,521
Closed -$376K – 83
2023
Q4 		$376K Buy
+8,521
New +$376K 0.25% 52