Creative Planning’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
7,209
-1,908
| -21% | -$169K | ﹤0.01% | 2245 |
|
|
2025
Q1 | $862K | Buy |
9,117
+177
| +2% | +$16.7K | ﹤0.01% | 1828 |
|
|
2024
Q4 | $801K | Sell |
8,940
-325
| -4% | -$29.1K | ﹤0.01% | 1829 |
|
|
2024
Q3 | $847K | Buy |
9,265
+293
| +3% | +$26.8K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $893K | Buy |
8,972
+1,798
| +25% | +$179K | ﹤0.01% | 1487 |
|
|
2024
Q1 | $767K | Buy |
7,174
+827
| +13% | +$88.5K | ﹤0.01% | 1528 |
|
|
2023
Q4 | $591K | Sell |
6,347
-2,057
| -24% | -$192K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $820K | Buy |
8,404
+46
| +0.6% | +$4.49K | ﹤0.01% | 1267 |
|
|
2023
Q2 | $710K | Buy |
8,358
+3
| +0% | +$255 | ﹤0.01% | 1322 |
|
|
2023
Q1 | $717K | Buy |
8,355
+119
| +1% | +$10.2K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $765K | Buy |
8,236
+475
| +6% | +$44.1K | ﹤0.01% | 1166 |
|
|
2022
Q3 | $646K | Buy |
7,761
+189
| +2% | +$15.7K | ﹤0.01% | 1166 |
|
|
2022
Q2 | $590K | Buy |
7,572
+103
| +1% | +$8.03K | ﹤0.01% | 1222 |
|
|
2022
Q1 | $630K | Buy |
7,469
+641
| +9% | +$54.1K | ﹤0.01% | 1213 |
|
|
2021
Q4 | $418K | Buy |
6,828
+1
| +0% | +$61 | ﹤0.01% | 1415 |
|
|
2021
Q3 | $397K | Sell |
6,827
-577
| -8% | -$33.6K | ﹤0.01% | 1430 |
|
|
2021
Q2 | $424K | Buy |
7,404
+563
| +8% | +$32.2K | ﹤0.01% | 1365 |
|
|
2021
Q1 | $333K | Sell |
6,841
-89
| -1% | -$4.33K | ﹤0.01% | 1699 |
|
|
2020
Q4 | $249K | Buy |
+6,930
| New | +$249K | ﹤0.01% | 1713 |
|
|
2020
Q3 | – | Sell |
-6,927
| Closed | -$234K | – | 1978 |
|
|
2020
Q2 | $234K | Sell |
6,927
-2,999
| -30% | -$101K | ﹤0.01% | 1425 |
|
|
2020
Q1 | $227K | Buy |
+9,926
| New | +$227K | ﹤0.01% | 1311 |
|
|
2019
Q3 | – | Sell |
-3,666
| Closed | -$206K | – | 1907 |
|
|
2019
Q2 | $206K | Sell |
3,666
-807
| -18% | -$45.3K | ﹤0.01% | 1595 |
|
|
2019
Q1 | $260K | Buy |
+4,473
| New | +$260K | ﹤0.01% | 1407 |
|
|
2018
Q4 | – | Sell |
-4,004
| Closed | -$304K | – | 1857 |
|
|
2018
Q3 | $304K | Sell |
4,004
-1,404
| -26% | -$107K | ﹤0.01% | 1375 |
|
|
2018
Q2 | $402K | Buy |
+5,408
| New | +$402K | ﹤0.01% | 1182 |
|
|
2017
Q4 | – | Sell |
-3,578
| Closed | -$210K | – | 1923 |
|
|
2017
Q3 | $210K | Buy |
3,578
+500
| +16% | +$29.3K | ﹤0.01% | 1565 |
|
|
2017
Q2 | $168K | Hold |
3,078
| – | – | ﹤0.01% | 1615 |
|
|
2017
Q1 | $188K | Sell |
3,078
-1,450
| -32% | -$88.6K | ﹤0.01% | 1522 |
|
|
2016
Q4 | $296K | Buy |
4,528
+56
| +1% | +$3.66K | ﹤0.01% | 1189 |
|
|
2016
Q3 | $275K | Buy |
4,472
+1,394
| +45% | +$85.7K | ﹤0.01% | 1216 |
|
|
2016
Q2 | $175K | Buy |
3,078
+725
| +31% | +$41.2K | ﹤0.01% | 1308 |
|
|
2016
Q1 | $122K | Buy |
2,353
+400
| +20% | +$20.7K | ﹤0.01% | 1501 |
|
|
2015
Q4 | $103K | Sell |
1,953
-39,847
| -95% | -$2.1M | ﹤0.01% | 1600 |
|
|
2015
Q3 | $2.32M | Buy |
+41,800
| New | +$2.32M | 0.02% | 269 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$29K | – | 1886 |
|
|
2015
Q1 | $29K | Sell |
400
-23,009
| -98% | -$1.67M | ﹤0.01% | 2405 |
|
|
2014
Q4 | $1.67M | Buy |
23,409
+22,500
| +2,475% | +$1.61M | 0.02% | 313 |
|
|
2014
Q3 | $79K | Hold |
909
| – | – | ﹤0.01% | 1619 |
|
|
2014
Q2 | $88K | Buy |
909
+209
| +30% | +$20.2K | ﹤0.01% | 1504 |
|
|
2014
Q1 | $60K | Sell |
700
-1,000
| -59% | -$85.7K | ﹤0.01% | 1683 |
|
|
2013
Q4 | $140K | Sell |
1,700
-100
| -6% | -$8.24K | ﹤0.01% | 1020 |
|
|
2013
Q3 | $140K | Buy |
1,800
+300
| +20% | +$23.3K | ﹤0.01% | 922 |
|
|
2013
Q2 | $107K | Buy |
+1,500
| New | +$107K | ﹤0.01% | 946 |
|