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

Summit Financial Consulting’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	–	Sell
2025 Q4	$7.28M	Buy
2025 Q3	$6.53M	Buy
2025 Q2	$5.87M	Buy
2025 Q1	$5.56M	Buy