Realta Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Realta Investment Advisors’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	-65	Closed	-$6.47K	–	535
2024 Q2	$6.47K	Hold	65	–	–	﹤0.01%	705
2024 Q1	$6.95K	Buy	+65	New	+$6.19K	﹤0.01%	724
2023 Q4	–	Sell	-65	Closed	-$5.52K	–	583
2023 Q3	$5.52K	Hold	65	–	–	﹤0.01%	713
2023 Q2	$5.52K	Buy	+65	New	+$5.46K	﹤0.01%	765
2023 Q1	–	Sell	-85	Closed	-$7.89K	–	593
2022 Q4	$7.89K	Buy	85 +20	+31%	+$1.94K	﹤0.01%	739
2022 Q3	$5K	Buy	+65	New	+$5.53K	﹤0.01%	746
2019 Q2	–	Sell	-360	Closed	-$21K	–	1751
2019 Q1	$21K	Buy	+360	New	+$20.7K	0.01%	747

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

Realta Investment Advisors's IEO Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 65 shares — an estimated $6.47K sold.

Realta Investment Advisors first reported a position in IEO in Q1 2019 and held it in 7 quarters. The position peaked at $21K in Q1 2019. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

Realta Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 65 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $6.47K.
Realta Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $21K in Q1 2019.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.