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Smith Anglin Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Smith Anglin Financial’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
Q2 		– Sell
-2,728
Closed -$234K – 173
2023
Q1 		$234K Buy
2,728
+404
+17% +$36.2K 0.03% 146
2022
Q4 		$216K Buy
+2,324
New +$225K 0.04% 135

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Smith Anglin Financial's IEO Position: Q2 2023 in Review

Smith Anglin Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2023, closing a stake of 2,728 shares — an estimated $234K sold.

Smith Anglin Financial first reported a position in IEO in Q4 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2023. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2023.

  • Smith Anglin Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
  • Smith Anglin Financial sold 2,728 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $234K.
  • Smith Anglin Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 2 quarters.
  • Smith Anglin Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $234K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on Smith Anglin Financial's 13F filing for Q2 2023, filed 10 Jul 2023.