Investors Research Corp’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Investors Research Corp’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	$4.4M	Buy	40,047 +3,156	+9%	+$366K	0.79%	32
2026 Q1	$4.61M	Buy	36,891 +3,887	+12%	+$411K	0.88%	28
2025 Q4	$2.95M	Buy	33,004 +3,872	+13%	+$353K	0.54%	33
2025 Q3	$2.7M	Buy	29,132 +3,409	+13%	+$309K	0.5%	34
2025 Q2	$2.28M	Buy	25,723 +4,913	+24%	+$421K	0.45%	38
2025 Q1	$1.97M	Buy	20,810 +5,681	+38%	+$531K	0.43%	42
2024 Q4	$1.36M	Buy	15,129 +4,380	+41%	+$412K	0.3%	65
2024 Q3	$983K	Buy	10,749 +3,702	+53%	+$354K	0.21%	105
2024 Q2	$701K	Buy	7,047 +2,767	+65%	+$287K	0.16%	158
2024 Q1	$458K	Buy	4,280 +2,137	+100%	+$204K	0.11%	220
2023 Q4	$200K	Buy	2,143 +1,544	+258%	+$147K	0.05%	334
2023 Q3	$58.4K	Buy	599 +584	+3,893%	+$55.4K	0.02%	489
2023 Q2	$1.27K	Hold	15	–	–	﹤0.01%	994
2023 Q1	$1.29K	Hold	15	–	–	﹤0.01%	1019
2022 Q4	$1.39K	Hold	15	–	–	﹤0.01%	1019
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1031
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1027
2022 Q1	$1K	Buy	+15	New	+$1.12K	﹤0.01%	973

Other funds holding IEO

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 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

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 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