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

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.29M	Buy	82,255 +718	+0.9%	+$63.6K	0.05%	218
2025 Q1	$7.71M	Sell	81,537 -242	-0.3%	-$22.9K	0.06%	177
2024 Q4	$7.33M	Sell	81,779 -2,313	-3%	-$207K	0.06%	176
2024 Q3	$7.69M	Buy	+84,092	New	+$7.69M	0.07%	174