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

Enclave 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	$1.12M	Sell	10,190 -1	-0%	-$116	0.14%	69
2026 Q1	$1.27M	Hold	10,191	–	–	0.17%	68
2025 Q4	$910K	Hold	10,191	–	–	0.13%	75
2025 Q3	$944K	Hold	10,191	–	–	0.14%	62
2025 Q2	$903K	Hold	10,191	–	–	0.15%	62
2025 Q1	$964K	Hold	10,191	–	–	0.16%	60
2024 Q4	$913K	Hold	10,191	–	–	0.15%	62
2024 Q3	$932K	Buy	+10,191	New	+$974K	0.16%	59

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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

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