IFP Advisors’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
Q1 | – | Sell |
-280
| Closed | -$25.1K | – | 4475 |
|
|
2024
Q4 | $25.1K | Buy |
280
+30
| +12% | +$2.82K | ﹤0.01% | 2144 |
|
|
2024
Q3 | $22.9K | Sell |
250
-800
| -76% | -$76.4K | ﹤0.01% | 2095 |
|
|
2024
Q2 | $104K | Hold |
1,050
| – | – | ﹤0.01% | 1351 |
|
|
2024
Q1 | $112K | Sell |
1,050
-840
| -44% | -$80K | ﹤0.01% | 1245 |
|
|
2023
Q4 | $176K | Sell |
1,890
-832
| -31% | -$79K | 0.01% | 1003 |
|
|
2023
Q3 | $266K | Buy |
2,722
+1,076
| +65% | +$102K | 0.01% | 835 |
|
|
2023
Q2 | $140K | Sell |
1,646
-818
| -33% | -$68.7K | 0.01% | 1178 |
|
|
2023
Q1 | $165K | Sell |
2,464
-30,845
| -93% | -$2.76M | 0.01% | 1028 |
|
|
2022
Q4 | $2.26M | Buy |
33,309
+14,159
| +74% | +$1.37M | 0.06% | 343 |
|
|
2022
Q3 | $1.33M | Buy |
19,150
+117
| +0.6% | +$9.96K | 0.03% | 544 |
|
|
2022
Q2 | $1.32M | Hold |
19,033
| – | – | 0.04% | 486 |
|
|
2022
Q1 | $1.32M | Buy |
+19,033
| New | +$1.43M | 0.04% | 486 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$9K | – | 3412 |
|
|
2021
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 2251 |
|
|
2021
Q1 | $7K | Buy |
+150
| New | +$6.77K | ﹤0.01% | 2281 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | -$518 | – | 2968 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$517 | ﹤0.01% | 2870 |
|
|
2019
Q1 | – | Sell |
-129
| Closed | -$7K | – | 2846 |
|
|
2018
Q4 | $7K | Hold |
129
| – | – | ﹤0.01% | 2678 |
|
|
2018
Q3 | $10K | Sell |
129
-900
| -87% | -$66.7K | ﹤0.01% | 2852 |
|
|
2018
Q2 | $76K | Buy |
1,029
+769
| +296% | +$55K | ﹤0.01% | 1653 |
|
|
2018
Q1 | $17K | Hold |
260
| – | – | ﹤0.01% | 2490 |
|
|
2017
Q4 | $17K | Sell |
260
-502
| -66% | -$30.3K | ﹤0.01% | 2526 |
|
|
2017
Q3 | $45K | Buy |
762
+201
| +36% | +$10.9K | ﹤0.01% | 2055 |
|
|
2017
Q2 | $31K | Hold |
561
| – | – | ﹤0.01% | 2294 |
|
|
2017
Q1 | $34K | Buy |
561
+1
| +0.2% | +$63 | ﹤0.01% | 2165 |
|
|
2016
Q4 | $37K | Sell |
560
-200
| -26% | -$12.5K | ﹤0.01% | 2051 |
|
|
2016
Q3 | $47K | Sell |
760
-85
| -10% | -$4.93K | ﹤0.01% | 1853 |
|
|
2016
Q2 | $48K | Buy |
+845
| New | +$47.3K | ﹤0.01% | 1785 |
|
|
2016
Q1 | – | Sell |
-876
| Closed | -$46K | – | 2855 |
|
|
2015
Q4 | $46K | Buy |
+876
| New | +$52.7K | ﹤0.01% | 1670 |
|
Other funds holding IEO
AWM
EWA
AMI
IFP Advisors's IEO Position: Q1 2025 in Review
IFP Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2025, closing a stake of 280 shares — an estimated $25.1K sold.
IFP Advisors first reported a position in IEO in Q4 2015 and held it in 27 quarters. The position peaked at $2.26M in Q4 2022. 156 funds tracked by Wall St. Rank hold IEO as of Q1 2025.
- IFP Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
- IFP Advisors sold 280 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $25.1K.
- IFP Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2015 and held it in 27 quarters.
- IFP Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.26M in Q4 2022.
- 156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2025.
Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.