Gladstone Institutional Advisory’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,217
| Closed | -$210K | – | 770 |
|
|
2025
Q1 | $210K | Sell |
2,217
-22
| -1% | -$2.08K | 0.01% | 684 |
|
|
2024
Q4 | $201K | Sell |
2,239
-138
| -6% | -$12.4K | 0.01% | 672 |
|
|
2024
Q3 | $217K | Sell |
2,377
-31
| -1% | -$2.83K | 0.01% | 639 |
|
|
2024
Q2 | $240K | Sell |
2,408
-20
| -0.8% | -$1.99K | 0.01% | 585 |
|
|
2024
Q1 | $260K | Hold |
2,428
| – | – | 0.01% | 558 |
|
|
2023
Q4 | $226K | Sell |
2,428
-6,505
| -73% | -$606K | 0.01% | 599 |
|
|
2023
Q3 | $871K | Buy |
8,933
+2,466
| +38% | +$241K | 0.06% | 284 |
|
|
2023
Q2 | $549K | Buy |
+6,467
| New | +$549K | 0.03% | 385 |
|