Endowment Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
2025
Q1
$703K Sell
2024
Q4
$674K Buy
2024
Q3
$645K Buy
2024
Q2
$676K Sell
2024
Q1
$730K Sell
2023
Q4
$657K Buy
2023
Q3
$682K Sell
2023
Q2
$595K Buy
2023
Q1
$595K Buy
2022
Q4
$591K Sell
2022
Q3
$571K Sell
2022
Q2
$535K Buy
2022
Q1
$578K Sell
2021
Q4
$744K Buy