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Redhawk Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Redhawk Wealth 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
Q2 		– Sell
-134,146
Closed -$14.3M – 315
2024
Q1 		$14.3M Buy
+134,146
New +$12.8M 2.34% 6
2019
Q3 		– Sell
-199
Closed -$11K – 267
2019
Q2 		$11K Buy
+199
New +$11.3K ﹤0.01% 368

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Redhawk Wealth Advisors's IEO Position: Q2 2024 in Review

Redhawk Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2024, closing a stake of 134,146 shares — an estimated $14.3M sold.

Redhawk Wealth Advisors first reported a position in IEO in Q2 2019 and held it in 2 quarters. The position peaked at $14.3M in Q1 2024. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

  • Redhawk Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 134,146 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $14.3M.
  • Redhawk Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2019 and held it in 2 quarters.
  • Redhawk Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $14.3M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.