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Lindbrook Capital’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-102
Closed -$9.55K – 2700
2023
Q4 		$9.55K Hold
102
– – ﹤0.01% 1574
2023
Q3 		$9.99K Buy
+102
New +$9.68K ﹤0.01% 1421
2023
Q1 		– Sell
-44,673
Closed -$4.15M – 2843
2022
Q4 		$4.15M Buy
+44,673
New +$4.33M 0.51% 39

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lindbrook Capital's IEO Position: Q1 2024 in Review

Lindbrook Capital sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 102 shares — an estimated $9.55K sold.

Lindbrook Capital first reported a position in IEO in Q4 2022 and held it in 3 quarters. The position peaked at $4.15M in Q4 2022. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

  • Lindbrook Capital reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 102 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $9.55K.
  • Lindbrook Capital first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 3 quarters.
  • Lindbrook Capital's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.15M in Q4 2022.
  • 177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.