Beacon Pointe Advisors’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	$2.08M	Buy	16,687 +1,155	+7%	+$122K	0.01%	715
2025 Q4	$1.39M	Buy	15,532 +1,849	+14%	+$168K	0.01%	721
2025 Q3	$1.27M	Sell	13,683 -4,847	-26%	-$439K	0.01%	679
2025 Q2	$1.64M	Sell	18,530 -1,238	-6%	-$106K	0.02%	528
2025 Q1	$1.87M	Buy	19,768 +87	+0.4%	+$8.13K	0.02%	476
2024 Q4	$1.76M	Buy	19,681 +50	+0.3%	+$4.71K	0.02%	491
2024 Q3	$1.8M	Sell	19,631 -650	-3%	-$62.1K	0.02%	491
2024 Q2	$2.02M	Sell	20,281 -268	-1%	-$27.8K	0.02%	473
2024 Q1	$2.2M	Sell	20,549 -587	-3%	-$55.9K	0.02%	475
2023 Q4	$1.97M	Buy	21,136 +6	+0%	+$569	0.02%	490
2023 Q3	$2.06M	Buy	21,130 +3,449	+20%	+$327K	0.03%	453
2023 Q2	$1.5M	Buy	17,681 +5,110	+41%	+$429K	0.02%	430
2023 Q1	$1.08M	Sell	12,571 -783	-6%	-$70.1K	0.02%	523
2022 Q4	$1.24M	Buy	13,354 +1,429	+12%	+$139K	0.02%	459
2022 Q3	$993K	Buy	11,925 +5,714	+92%	+$486K	0.02%	464
2022 Q2	$483K	Buy	6,211 +3,609	+139%	+$320K	0.01%	661
2022 Q1	$219K	Buy	+2,602	New	+$195K	﹤0.01%	1095