Kovitz Investment Group Partners’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
2024 Q4	–	Sell	-2,441	Closed	-$223K	–	1230
2024 Q3	$223K	Hold	2,441	–	–	﹤0.01%	925
2024 Q2	$243K	Sell	2,441 -1,088	-31%	-$108K	﹤0.01%	766
2024 Q1	$377K	Buy	+3,529	New	+$377K	﹤0.01%	547