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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.1K	Buy	209 +150	+254%	+$15.9K	﹤0.01%	2083
2025 Q4	$5.27K	Buy	59 +36	+157%	+$3.28K	﹤0.01%	2218
2025 Q3	$2.13K	Sell	23 -110	-83%	-$9.97K	﹤0.01%	2166
2025 Q2	$11.8K	Sell	133 -276	-67%	-$23.7K	﹤0.01%	1851
2025 Q1	$38.7K	Buy	409 +7	+2%	+$655	﹤0.01%	1623
2024 Q4	$36K	Buy	+402	New	+$37.8K	﹤0.01%	1616
2024 Q1	–	Sell	-4,503	Closed	-$416K	–	1552
2023 Q4	$416K	Sell	4,503 -21,715	-83%	-$2.06M	﹤0.01%	1546
2023 Q3	$2.56M	Sell	26,218 -191	-0.7%	-$18.1K	0.02%	765
2023 Q2	$2.24M	Sell	26,409 -8,960	-25%	-$752K	0.01%	811
2023 Q1	$3.04M	Sell	35,369 -41,152	-54%	-$3.69M	0.02%	661
2022 Q4	$7.11M	Buy	76,521 +41,468	+118%	+$4.02M	0.05%	391
2022 Q3	$2.92M	Buy	35,053 +4,575	+15%	+$389K	0.02%	578
2022 Q2	$2.37M	Sell	30,478 -4,051	-12%	-$359K	0.02%	612
2022 Q1	$2.91M	Sell	34,529 -22,382	-39%	-$1.68M	0.02%	598
2021 Q4	$3.48M	Buy	56,911 +3,720	+7%	+$233K	0.02%	525
2021 Q3	$3.09M	Buy	53,191 +10,503	+25%	+$548K	0.03%	504
2021 Q2	$2.45M	Buy	42,688 +14,475	+51%	+$767K	0.02%	571
2021 Q1	$1.37M	Buy	+28,213	New	+$1.27M	0.01%	679