Janiczek Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$2.99K	Hold	30	–	–	﹤0.01%	806
2024 Q1	$3.21K	Hold	30	–	–	﹤0.01%	815
2023 Q4	$2.8K	Hold	30	–	–	﹤0.01%	822
2023 Q3	$2.93K	Hold	30	–	–	﹤0.01%	783
2023 Q2	$2.55K	Hold	30	–	–	﹤0.01%	745
2023 Q1	$2.71K	Hold	30	–	–	﹤0.01%	738
2022 Q4	$2.85K	Hold	30	–	–	﹤0.01%	730
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	720
2022 Q2	$3K	Buy	+30	New	+$2.66K	﹤0.01%	736

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janiczek Wealth Management's IEO Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2024 at 30 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Janiczek Wealth Management first reported a position in IEO in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.21K in Q1 2024. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

Janiczek Wealth Management held 30 shares of iShares US Oil & Gas Exploration & Production ETF worth $2.99K as of Q2 2024.
Janiczek Wealth Management left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2024.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #806 holding.
Janiczek Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and has held it in 9 quarters since.
Janiczek Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.21K in Q1 2024.
183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.