Founders Capital Management (Texas)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Founders Capital Management (Texas)’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
2024 Q3	–	Sell	-350	Closed	-$34.8K	–	381
2024 Q2	$34.8K	Hold	350	–	–	0.02%	174
2024 Q1	$37.4K	Hold	350	–	–	0.03%	167
2023 Q4	$32.6K	Hold	350	–	–	0.02%	184
2023 Q3	$34.1K	Hold	350	–	–	0.03%	173
2023 Q2	$29.7K	Hold	350	–	–	0.02%	189
2023 Q1	$30K	Hold	350	–	–	0.02%	184
2022 Q4	$33K	Buy	350 +50	+17%	+$4.85K	0.02%	169
2022 Q3	$25K	Buy	300 +100	+50%	+$8.51K	0.02%	193
2022 Q2	$16K	Buy	+200	New	+$17.7K	0.01%	252

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Founders Capital Management (Texas)'s IEO Position: Q3 2024 in Review

Founders Capital Management (Texas) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 350 shares — an estimated $34.8K sold.

Founders Capital Management (Texas) first reported a position in IEO in Q2 2022 and held it in 9 quarters. The position peaked at $37.4K in Q1 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

Founders Capital Management (Texas) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 350 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $34.8K.
Founders Capital Management (Texas) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 9 quarters.
Founders Capital Management (Texas)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $37.4K in Q1 2024.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2024, filed 7 Oct 2024.