Cedar Mountain Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cedar Mountain Advisors’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	$4.61K	Hold	42	–	–	﹤0.01%	714
2026 Q1	$5.22K	Hold	42	–	–	﹤0.01%	640
2025 Q4	$3.71K	Buy	42 +1	+2%	+$91	﹤0.01%	343
2025 Q3	$3.83K	Hold	41	–	–	﹤0.01%	357
2025 Q2	$3.63K	Hold	41	–	–	﹤0.01%	284
2025 Q1	$3.86K	Hold	41	–	–	﹤0.01%	265
2024 Q4	$3.64K	Sell	41 -216	-84%	-$20.3K	﹤0.01%	280
2024 Q3	$23.5K	Buy	257 +2	+0.8%	+$191	0.01%	142
2024 Q2	$25.4K	Hold	255	–	–	0.01%	119
2024 Q1	$27.3K	Hold	255	–	–	0.01%	112
2023 Q4	$23.8K	Hold	255	–	–	0.01%	119
2023 Q3	$24.9K	Buy	+255	New	+$24.2K	0.01%	102

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