CX Institutional’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

CX Institutional’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	$94K	Sell	854 -660	-44%	-$76.6K	﹤0.01%	874
2026 Q1	$189K	Buy	1,514 +8	+0.5%	+$846	0.01%	735
2025 Q4	$134K	Buy	1,506 +906	+151%	+$82.6K	﹤0.01%	800
2025 Q3	$56K	Sell	600 -107	-15%	-$9.7K	﹤0.01%	921
2025 Q2	$63K	Buy	707 +637	+910%	+$54.6K	﹤0.01%	824
2025 Q1	$7K	Sell	70 -8,788	-99%	-$822K	﹤0.01%	1041
2024 Q4	$794K	Buy	8,858 +5,043	+132%	+$475K	0.03%	287
2024 Q3	$349K	Buy	+3,815	New	+$365K	0.02%	436

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

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

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return