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Summit Financial Consulting’s iShares US Energy ETF IYE Stock Holding History

Summit Financial Consulting’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
Q2 		$5.87M Buy
129,917
+17,206
+15% +$778K 5.28% 4
2025
Q1 		$5.56M Buy
+112,711
New +$5.56M 5.16% 6