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Heritage Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-15
Closed -$1K – 254
2022
Q2 		$1K Buy
+15
New +$1.33K ﹤0.01% 456

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Stifel Financial
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Commonwealth Equity Services
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Heritage Financial Services's IEO Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in IEO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 15 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $1K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.