Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
32,836
-5,753
| -15% | -$510K | ﹤0.01% | 844 |
|
|
2025
Q1 | $3.65M | Buy |
38,589
+5,551
| +17% | +$525K | ﹤0.01% | 744 |
|
|
2024
Q4 | $2.96M | Buy |
33,038
+1,272
| +4% | +$114K | ﹤0.01% | 750 |
|
|
2024
Q3 | $2.9M | Sell |
31,766
-38,247
| -55% | -$3.5M | ﹤0.01% | 751 |
|
|
2024
Q2 | $6.97M | Buy |
70,013
+52,930
| +310% | +$5.27M | 0.01% | 509 |
|
|
2024
Q1 | $1.83M | Sell |
17,083
-3,113
| -15% | -$333K | ﹤0.01% | 821 |
|
|
2023
Q4 | $1.88M | Sell |
20,196
-1,793
| -8% | -$167K | ﹤0.01% | 786 |
|
|
2023
Q3 | $2.14M | Sell |
21,989
-2,479
| -10% | -$242K | ﹤0.01% | 701 |
|
|
2023
Q2 | $2.08M | Sell |
24,468
-8,793
| -26% | -$747K | ﹤0.01% | 699 |
|
|
2023
Q1 | $2.85M | Sell |
33,261
-15,544
| -32% | -$1.33M | ﹤0.01% | 597 |
|
|
2022
Q4 | $4.53M | Sell |
48,805
-11,751
| -19% | -$1.09M | 0.01% | 490 |
|
|
2022
Q3 | $5.04M | Sell |
60,556
-12,184
| -17% | -$1.01M | 0.01% | 423 |
|
|
2022
Q2 | $5.66M | Buy |
72,740
+36,501
| +101% | +$2.84M | 0.01% | 389 |
|
|
2022
Q1 | $3.06M | Buy |
36,239
+18,644
| +106% | +$1.57M | ﹤0.01% | 539 |
|
|
2021
Q4 | $1.08M | Sell |
17,595
-390
| -2% | -$23.9K | ﹤0.01% | 806 |
|
|
2021
Q3 | $1.05M | Sell |
17,985
-1,089
| -6% | -$63.3K | ﹤0.01% | 755 |
|
|
2021
Q2 | $1.09M | Buy |
19,074
+12,177
| +177% | +$698K | ﹤0.01% | 734 |
|
|
2021
Q1 | $336K | Hold |
6,897
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q4 | $247K | Buy |
6,897
+721
| +12% | +$25.8K | ﹤0.01% | 1065 |
|
|
2020
Q3 | $163K | Buy |
6,176
+199
| +3% | +$5.25K | ﹤0.01% | 1099 |
|
|
2020
Q2 | $202K | Buy |
5,977
+133
| +2% | +$4.5K | ﹤0.01% | 969 |
|
|
2020
Q1 | $133K | Buy |
5,844
+5,578
| +2,097% | +$127K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $15K | Hold |
266
| – | – | ﹤0.01% | 1827 |
|
|
2019
Q3 | $14K | Sell |
266
-434
| -62% | -$22.8K | ﹤0.01% | 1830 |
|
|
2019
Q2 | $39K | Buy |
700
+341
| +95% | +$19K | ﹤0.01% | 1483 |
|
|
2019
Q1 | $21K | Hold |
359
| – | – | ﹤0.01% | 1697 |
|
|
2018
Q4 | $19K | Sell |
359
-213
| -37% | -$11.3K | ﹤0.01% | 1609 |
|
|
2018
Q3 | $43K | Sell |
572
-9
| -2% | -$677 | ﹤0.01% | 1369 |
|
|
2018
Q2 | $43K | Hold |
581
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q1 | $37K | Buy |
581
+219
| +60% | +$13.9K | ﹤0.01% | 1316 |
|
|
2017
Q4 | $24K | Sell |
362
-332
| -48% | -$22K | ﹤0.01% | 1443 |
|
|
2017
Q3 | $41K | Buy |
694
+31
| +5% | +$1.83K | ﹤0.01% | 1199 |
|
|
2017
Q2 | $36K | Buy |
663
+17
| +3% | +$923 | ﹤0.01% | 1196 |
|
|
2017
Q1 | $39K | Buy |
646
+209
| +48% | +$12.6K | ﹤0.01% | 1098 |
|
|
2016
Q4 | $29K | Buy |
+437
| New | +$29K | ﹤0.01% | 1215 |
|
|
2016
Q3 | – | Sell |
-258
| Closed | -$15K | – | 798 |
|
|
2016
Q2 | $15K | Buy |
258
+55
| +27% | +$3.2K | ﹤0.01% | 1254 |
|
|
2016
Q1 | $11K | Sell |
203
-29
| -13% | -$1.57K | ﹤0.01% | 1393 |
|
|
2015
Q4 | $12K | Sell |
232
-205
| -47% | -$10.6K | ﹤0.01% | 1136 |
|
|
2015
Q3 | $24K | Buy |
+437
| New | +$24K | ﹤0.01% | 872 |
|
|
2014
Q3 | – | Sell |
-50
| Closed | -$5K | – | 1396 |
|
|
2014
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 1019 |
|
|
2013
Q4 | – | Sell |
-64
| Closed | -$5K | – | 1466 |
|
|
2013
Q3 | $5K | Sell |
64
-86
| -57% | -$6.72K | ﹤0.01% | 1013 |
|
|
2013
Q2 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 823 |
|