Steward Partners Investment Advisory’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
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|
2025
Q1 | $146K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $89.3K | Hold |
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|
2024
Q2 | $97.1K | Hold |
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|
2024
Q1 | $104K | Buy |
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|
2023
Q4 | $16.3K | Hold |
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|
2023
Q3 | $17.1K | Sell |
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|
2023
Q2 | $23.4K | Sell |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $787K | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $3.16K | Hold |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $44K | Buy |
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|
2019
Q3 | $38K | Sell |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $387K | Sell |
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|
2018
Q4 | $385K | Buy |
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|
2018
Q3 | $481K | Sell |
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|
2018
Q2 | $890K | Buy |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $410K | Buy |
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