Abound Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Abound Wealth Management’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Hold	158	–	–	﹤0.01%	392
2026 Q1	$19.8K	Hold	158	–	–	﹤0.01%	405
2025 Q4	$14.1K	Hold	158	–	–	﹤0.01%	440
2025 Q3	$14.7K	Hold	158	–	–	﹤0.01%	419
2025 Q2	$14K	Hold	158	–	–	﹤0.01%	387
2025 Q1	$15K	Hold	158	–	–	0.01%	344
2024 Q4	$14.2K	Hold	158	–	–	﹤0.01%	336
2024 Q3	$14.5K	Hold	158	–	–	﹤0.01%	355
2024 Q2	$15.8K	Hold	158	–	–	0.01%	295
2024 Q1	$16.9K	Buy	158 +1	+0.6%	+$95	0.01%	284
2023 Q4	$14.6K	Buy	157 +3	+2%	+$285	0.01%	321
2023 Q3	$15.1K	Hold	154	–	–	0.01%	261
2023 Q2	$13.1K	Buy	154 +1	+0.7%	+$84	0.01%	292
2023 Q1	$13.2K	Buy	153 +1	+0.7%	+$90	0.01%	253
2022 Q4	$14.1K	Buy	+152	New	+$14.7K	0.01%	224

Other funds holding IEO

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return