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

Gilliland Jeter Wealth Management’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 Q4	–	Sell	-292	Closed	-$26.7K	–	389
2024 Q3	$26.7K	Hold	292	–	–	0.01%	358
2024 Q2	$29.1K	Hold	292	–	–	0.01%	346
2024 Q1	$31.2K	Buy	+292	New	+$27.8K	0.01%	335

Other funds holding IEO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gilliland Jeter Wealth Management's IEO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 292 shares — an estimated $26.7K sold.

Gilliland Jeter Wealth Management first reported a position in IEO in Q1 2024 and held it in 3 quarters. The position peaked at $31.2K in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 292 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $26.7K.
Gilliland Jeter Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $31.2K in Q1 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.