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Phillips Financial Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Phillips Financial Management’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
2023
Q1 		– Sell
-300
Closed -$27.9K – 239
2022
Q4 		$27.9K Buy
+300
New +$29.1K ﹤0.01% 193

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phillips Financial Management's IEO Position: Q1 2023 in Review

Phillips Financial Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2023, closing a stake of 300 shares — an estimated $27.9K sold.

Phillips Financial Management first reported a position in IEO in Q4 2022 and held it in 1 quarter. The position peaked at $27.9K in Q4 2022. 165 funds tracked by Wall St. Rank hold IEO as of Q1 2023.

  • Phillips Financial Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Phillips Financial Management sold 300 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $27.9K.
  • Phillips Financial Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 1 quarter.
  • Phillips Financial Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $27.9K in Q4 2022.
  • 165 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Phillips Financial Management's 13F filing for Q1 2023, filed 8 May 2023.