Cetera Advisor Networks’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.49M	Buy	13,898 +7,677	+123%	+$731K	0.01%	1185
2023 Q4	$580K	Buy	6,221 +1,151	+23%	+$109K	﹤0.01%	1751
2023 Q3	$494K	Buy	5,070 +1,145	+29%	+$109K	﹤0.01%	1770
2023 Q2	$333K	Sell	3,925 -341	-8%	-$28.6K	﹤0.01%	2005
2023 Q1	$366K	Sell	4,266 -1,826	-30%	-$164K	﹤0.01%	1909
2022 Q4	$566K	Buy	6,092 +594	+11%	+$57.6K	﹤0.01%	1555
2022 Q3	$458K	Sell	5,498 -34,379	-86%	-$2.93M	0.01%	1343
2022 Q2	$3.1M	Buy	39,877 +32,971	+477%	+$2.92M	0.04%	438
2022 Q1	$582K	Buy	6,906 +3,566	+107%	+$267K	0.01%	1211
2021 Q4	$205K	Buy	+3,340	New	+$210K	﹤0.01%	1861
2020 Q3	–	Sell	-1,440	Closed	-$49K	–	2055
2020 Q2	$49K	Buy	+1,440	New	+$46.3K	﹤0.01%	1899

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Advisor Networks's IEO Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 123% in Q1 2024, buying an estimated $731K and bringing the position to 13,898 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1185.

Cetera Advisor Networks first reported a position in IEO in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.1M in Q2 2022. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Cetera Advisor Networks held 13,898 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.49M as of Q1 2024.
Cetera Advisor Networks bought 7,677 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $731K.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1185 holding.
Cetera Advisor Networks first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.1M in Q2 2022.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.