Laurel Wealth Advisors (North Carolina)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-45	Closed	-$4.48K	–	729
2024 Q2	$4.48K	Hold	45	–	–	﹤0.01%	492
2024 Q1	$4.81K	Hold	45	–	–	﹤0.01%	494
2023 Q4	$4.19K	Hold	45	–	–	﹤0.01%	467
2023 Q3	$4.39K	Hold	45	–	–	﹤0.01%	459
2023 Q2	$3.82K	Hold	45	–	–	﹤0.01%	479
2023 Q1	$3.86K	Hold	45	–	–	﹤0.01%	477
2022 Q4	$4.18K	Hold	45	–	–	﹤0.01%	443
2022 Q3	$4K	Hold	45	–	–	﹤0.01%	438
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	466
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	501
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	537
2021 Q3	$3K	Hold	45	–	–	﹤0.01%	545
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	613
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	604
2020 Q4	$2K	Hold	45	–	–	﹤0.01%	546
2020 Q3	$1K	Hold	45	–	–	﹤0.01%	506
2020 Q2	$2K	Sell	45 -23	-34%	-$739	﹤0.01%	470
2020 Q1	$2K	Buy	68 +30	+79%	+$1.25K	﹤0.01%	471
2019 Q4	$2K	Hold	38	–	–	﹤0.01%	492
2019 Q3	$2K	Hold	38	–	–	﹤0.01%	476
2019 Q2	$2K	Buy	38 +24	+171%	+$1.36K	﹤0.01%	483
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	472
2018 Q4	$1K	Buy	+14	New	+$886	﹤0.01%	481

Other funds holding IEO

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

Goldman Sachs New York $871B AUM 31.28% 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

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

AWM

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Laurel Wealth Advisors (North Carolina)'s IEO Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 45 shares — an estimated $4.48K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IEO in Q4 2018 and held it in 23 quarters. The position peaked at $4.81K in Q1 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 45 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $4.48K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2018 and held it in 23 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $4.81K in Q1 2024.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.