Red Tortoise LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Red Tortoise LLC’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
2026 Q1	$145K	Buy	1,157 +4	+0.3%	+$423	0.06%	103
2025 Q4	$103K	Buy	1,153 +7	+0.6%	+$638	0.04%	110
2025 Q3	$106K	Buy	1,146 +7	+0.6%	+$635	0.05%	106
2025 Q2	$101K	Buy	1,139 +6	+0.5%	+$515	0.05%	98
2025 Q1	$107K	Buy	1,133 +6	+0.5%	+$561	0.06%	93
2024 Q4	$101K	Buy	1,127 +6	+0.5%	+$565	0.05%	94
2024 Q3	$103K	Buy	1,121 +7	+0.6%	+$669	0.05%	98
2024 Q2	$111K	Buy	1,114 +5	+0.5%	+$519	0.06%	91
2024 Q1	$119K	Buy	+1,109	New	+$106K	0.07%	86

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

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

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return