Global Retirement Partners’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 Q4	$49.1K	Sell	550 -548	-50%	-$49.9K	﹤0.01%	2368
2025 Q3	$102K	Sell	1,098 -499	-31%	-$45.2K	﹤0.01%	1501
2025 Q2	$142K	Buy	+1,597	New	+$137K	﹤0.01%	1260
2024 Q4	$233K	Buy	2,595 +1,859	+253%	+$175K	0.01%	892
2024 Q3	$67.3K	Buy	736 +22	+3%	+$2.1K	﹤0.01%	1412
2024 Q2	$71K	Buy	714 +464	+186%	+$48.1K	﹤0.01%	1353
2024 Q1	$26.8K	Sell	250 -99	-28%	-$9.43K	﹤0.01%	1685
2023 Q4	$31.1K	Buy	349 +115	+49%	+$10.9K	﹤0.01%	1548
2023 Q3	$21.3K	Buy	234 +1	+0.4%	+$95	﹤0.01%	1626
2023 Q2	$19.8K	Buy	233 +1	+0.4%	+$84	﹤0.01%	1674
2023 Q1	$18.6K	Sell	232 -51	-18%	-$4.57K	﹤0.01%	1667
2022 Q4	$26.3K	Buy	283 +15	+6%	+$1.46K	﹤0.01%	1369
2022 Q3	$27K	Buy	268 +157	+141%	+$13.4K	﹤0.01%	1261
2022 Q2	$9K	Hold	111	–	–	﹤0.01%	1679
2022 Q1	$10K	Buy	+111	New	+$8.31K	﹤0.01%	1622
2021 Q3	–	Sell	-2	Closed	–	–	2022
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1897
2021 Q1	$0	Buy	+2	New	+$90	﹤0.01%	1821