Spire Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1K Sell
125
-2
-2% -$177 ﹤0.01% 1690
2025
Q1
$12K Hold
127
﹤0.01% 1779
2024
Q4
$11.3K Sell
127
-108
-46% -$9.65K ﹤0.01% 1804
2024
Q3
$21.5K Hold
235
﹤0.01% 1419
2024
Q2
$23.4K Hold
235
﹤0.01% 1388
2024
Q1
$25.1K Hold
235
﹤0.01% 1436
2023
Q4
$20.7K Sell
235
-524
-69% -$46.2K ﹤0.01% 1529
2023
Q3
$74K Hold
759
﹤0.01% 1038
2023
Q2
$64.4K Sell
759
-11
-1% -$934 ﹤0.01% 1104
2023
Q1
$66.1K Buy
770
+5
+0.7% +$429 ﹤0.01% 1089
2022
Q4
$71K Buy
765
+6
+0.8% +$557 ﹤0.01% 857
2022
Q3
$63K Buy
759
+48
+7% +$3.98K ﹤0.01% 867
2022
Q2
$55K Buy
711
+4
+0.6% +$309 ﹤0.01% 1253
2022
Q1
$60K Buy
707
+3
+0.4% +$255 ﹤0.01% 1379
2021
Q4
$43K Sell
704
-461
-40% -$28.2K ﹤0.01% 1801
2021
Q3
$68K Sell
1,165
-359
-24% -$21K ﹤0.01% 1349
2021
Q2
$87K Sell
1,524
-96
-6% -$5.48K ﹤0.01% 1234
2021
Q1
$79K Buy
+1,620
New +$79K ﹤0.01% 1497