Harbor Investment Advisory’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Harbor Investment Advisory’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
2026 Q2	$87.9K	Hold	800	–	–	0.01%	594
2026 Q1	$99.9K	Sell	800 -500	-38%	-$52.9K	0.01%	511
2025 Q4	$116K	Hold	1,300	–	–	0.01%	490
2025 Q3	$120K	Sell	1,300 -250	-16%	-$22.7K	0.01%	469
2025 Q2	$137K	Sell	1,550 -500	-24%	-$42.9K	0.01%	433
2025 Q1	$194K	Hold	2,050	–	–	0.02%	373
2024 Q4	$184K	Hold	2,050	–	–	0.02%	361
2024 Q3	$187K	Hold	2,050	–	–	0.02%	352
2024 Q2	$204K	Hold	2,050	–	–	0.02%	333
2024 Q1	$219K	Sell	2,050 -1,756	-46%	-$167K	0.02%	330
2023 Q4	$355K	Sell	3,806 -48	-1%	-$4.55K	0.04%	252
2023 Q3	$376K	Hold	3,854	–	–	0.05%	238
2023 Q2	$327K	Sell	3,854 -200	-5%	-$16.8K	0.05%	276
2023 Q1	$348K	Sell	4,054 -499	-11%	-$44.7K	0.05%	267
2022 Q4	$423K	Buy	4,553 +3	+0.1%	+$291	0.07%	224
2022 Q3	$379K	Buy	4,550 +1,800	+65%	+$153K	0.06%	230
2022 Q2	$214K	Sell	2,750 -750	-21%	-$66.5K	0.03%	324
2022 Q1	$295K	Buy	+3,500	New	+$262K	0.04%	294

Other funds holding IEO

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return