Independent Family Office’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
13,297
+2,560
| +24% | +$227K | 0.55% | 33 |
|
|
2025
Q1 | $1.02M | Sell |
10,737
-6,319
| -37% | -$598K | 0.53% | 35 |
|
|
2024
Q4 | $1.53M | Hold |
17,056
| – | – | 0.79% | 23 |
|
|
2024
Q3 | $1.56M | Buy |
17,056
+4,775
| +39% | +$437K | 0.78% | 23 |
|
|
2024
Q2 | $1.22M | Sell |
12,281
-5,058
| -29% | -$503K | 0.7% | 25 |
|
|
2024
Q1 | $1.85M | Sell |
17,339
-560
| -3% | -$59.9K | 1% | 22 |
|
|
2023
Q4 | $1.67M | Buy |
17,899
+997
| +6% | +$92.9K | 0.94% | 23 |
|
|
2023
Q3 | $1.65M | Hold |
16,902
| – | – | 1.03% | 21 |
|
|
2023
Q2 | $1.44M | Buy |
16,902
+2,594
| +18% | +$220K | 0.87% | 27 |
|
|
2023
Q1 | $1.23M | Hold |
14,308
| – | – | 0.71% | 30 |
|
|
2022
Q4 | $1.33M | Hold |
14,308
| – | – | 0.8% | 28 |
|
|
2022
Q3 | $1.19M | Hold |
14,308
| – | – | 0.59% | 28 |
|
|
2022
Q2 | $1.11K | Sell |
14,308
-284
| -2% | -$22 | 0.55% | 26 |
|
|
2022
Q1 | $1.23M | Sell |
14,592
-402
| -3% | -$33.9K | 0.4% | 25 |
|
|
2021
Q4 | $918K | Buy |
14,994
+2,142
| +17% | +$131K | 0.35% | 30 |
|
|
2021
Q3 | $747K | Sell |
12,852
-2,142
| -14% | -$125K | 0.31% | 25 |
|
|
2021
Q2 | $859K | Hold |
14,994
| – | – | 0.34% | 25 |
|
|
2021
Q1 | $730K | Sell |
14,994
-6
| -0% | -$292 | 0.29% | 29 |
|
|
2020
Q4 | $538K | Buy |
+15,000
| New | +$538K | 0.22% | 36 |
|