Alta Wealth Advisors’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
Sell
-4,060
Closed -$384K 130
2025
Q1
$384K Sell
4,060
-151
-4% -$14.3K 0.18% 96
2024
Q4
$377K Sell
4,211
-346
-8% -$31K 0.17% 108
2024
Q3
$417K Buy
+4,557
New +$417K 0.19% 92