AE Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Sell |
133
-276
| -67% | -$24.5K | ﹤0.01% | 1851 |
|
|
2025
Q1 | $38.7K | Buy |
409
+7
| +2% | +$662 | ﹤0.01% | 1623 |
|
|
2024
Q4 | $36K | Buy |
+402
| New | +$36K | ﹤0.01% | 1616 |
|
|
2024
Q1 | – | Sell |
-4,503
| Closed | -$416K | – | 1551 |
|
|
2023
Q4 | $416K | Sell |
4,503
-21,715
| -83% | -$2M | ﹤0.01% | 1543 |
|
|
2023
Q3 | $2.56M | Sell |
26,218
-191
| -0.7% | -$18.6K | 0.02% | 763 |
|
|
2023
Q2 | $2.24M | Sell |
26,409
-8,960
| -25% | -$761K | 0.01% | 810 |
|
|
2023
Q1 | $3.04M | Sell |
35,369
-41,152
| -54% | -$3.53M | 0.02% | 660 |
|
|
2022
Q4 | $7.11M | Buy |
76,521
+41,468
| +118% | +$3.85M | 0.05% | 391 |
|
|
2022
Q3 | $2.92M | Buy |
35,053
+4,575
| +15% | +$381K | 0.02% | 577 |
|
|
2022
Q2 | $2.37M | Sell |
30,478
-4,051
| -12% | -$315K | 0.02% | 612 |
|
|
2022
Q1 | $2.91M | Sell |
34,529
-22,382
| -39% | -$1.89M | 0.02% | 597 |
|
|
2021
Q4 | $3.49M | Buy |
56,911
+3,720
| +7% | +$228K | 0.02% | 525 |
|
|
2021
Q3 | $3.09M | Buy |
53,191
+10,503
| +25% | +$610K | 0.03% | 503 |
|
|
2021
Q2 | $2.45M | Buy |
42,688
+14,475
| +51% | +$829K | 0.02% | 570 |
|
|
2021
Q1 | $1.37M | Buy |
+28,213
| New | +$1.37M | 0.01% | 676 |
|