Gradient Investments’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Gradient Investments’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 Q1	–	Sell	-423	Closed	-$39.4K	–	1518
2023 Q4	$39.4K	Hold	423	–	–	﹤0.01%	593
2023 Q3	$41.3K	Buy	423 +3	+0.7%	+$285	﹤0.01%	541
2023 Q2	$35.7K	Hold	420	–	–	﹤0.01%	576
2023 Q1	$36K	Hold	420	–	–	﹤0.01%	551
2022 Q4	$39K	Buy	420 +245	+140%	+$23.8K	﹤0.01%	551
2022 Q3	$15K	Buy	175 +75	+75%	+$6.38K	﹤0.01%	718
2022 Q2	$8K	Buy	+100	New	+$8.86K	﹤0.01%	822
2018 Q4	–	Sell	-164	Closed	-$12K	–	992
2018 Q3	$12K	Hold	164	–	–	﹤0.01%	596
2018 Q2	$12K	Hold	164	–	–	﹤0.01%	576
2018 Q1	$10K	Hold	164	–	–	﹤0.01%	630
2017 Q4	$11K	Buy	+164	New	+$9.91K	﹤0.01%	579
2017 Q3	–	Sell	-164	Closed	-$9K	–	454
2017 Q2	$9K	Sell	164 -46	-22%	-$2.63K	﹤0.01%	498
2017 Q1	$13K	Hold	210	–	–	﹤0.01%	472
2016 Q4	$14K	Hold	210	–	–	﹤0.01%	406
2016 Q3	$13K	Sell	210 -454	-68%	-$26.3K	﹤0.01%	415
2016 Q2	$38K	Hold	664	–	–	﹤0.01%	280
2016 Q1	$35K	Buy	+664	New	+$31.6K	﹤0.01%	277

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Gradient Investments's IEO Position: Q1 2024 in Review

Gradient Investments sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 423 shares — an estimated $39.4K sold.

Gradient Investments first reported a position in IEO in Q1 2016 and held it in 17 quarters. The position peaked at $41.3K in Q3 2023. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Gradient Investments reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 423 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $39.4K.
Gradient Investments first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2016 and held it in 17 quarters.
Gradient Investments's iShares US Oil & Gas Exploration & Production ETF position peaked at $41.3K in Q3 2023.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.