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Unique Wealth’s iShares US Energy ETF IYE Stock Holding History

Unique Wealth’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
-11,145
Closed -$508K – 161
2024
Q4 		$508K Buy
+11,145
New +$508K 0.11% 88