Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-2,441
Closed -$223K – 1241
2024
Q3 		$223K Hold
2,441
– – ﹤0.01% 928
2024
Q2 		$243K Sell
2,441
-1,088
-31% -$113K ﹤0.01% 768
2024
Q1 		$377K Buy
+3,529
New +$336K ﹤0.01% 550

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Kovitz Investment Group Partners's IEO Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 2,441 shares — an estimated $223K sold.

Kovitz Investment Group Partners first reported a position in IEO in Q1 2024 and held it in 3 quarters. The position peaked at $377K in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,441 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $223K.
  • Kovitz Investment Group Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $377K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.