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

National Wealth Management Group’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
2022
Q3 		– Sell
-3,995
Closed -$311K – 140
2022
Q2 		$311K Buy
+3,995
New +$354K 0.39% 72

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Bank of America
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SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

National Wealth Management Group's IEO Position: Q3 2022 in Review

National Wealth Management Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2022, closing a stake of 3,995 shares — an estimated $311K sold.

National Wealth Management Group first reported a position in IEO in Q2 2022 and held it in 1 quarter. The position peaked at $311K in Q2 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

  • National Wealth Management Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
  • National Wealth Management Group sold 3,995 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $311K.
  • National Wealth Management Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 1 quarter.
  • National Wealth Management Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $311K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.