Stratos Wealth Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-2,254	Closed	-$206K	–	1492
2024 Q3	$206K	Sell	2,254 -228	-9%	-$21.8K	﹤0.01%	1329
2024 Q2	$247K	Sell	2,482 -208	-8%	-$21.6K	﹤0.01%	1168
2024 Q1	$288K	Buy	+2,690	New	+$256K	﹤0.01%	1122
2018 Q4	–	Sell	-132	Closed	-$10K	–	1592
2018 Q3	$10K	Buy	+132	New	+$9.78K	﹤0.01%	2192
2018 Q2	–	Sell	-507	Closed	-$32K	–	1716
2018 Q1	$32K	Buy	+507	New	+$32.5K	﹤0.01%	1809

Other funds holding IEO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Stratos Wealth Partners's IEO Position: Q4 2024 in Review

Stratos Wealth Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 2,254 shares — an estimated $206K sold.

Stratos Wealth Partners first reported a position in IEO in Q1 2018 and held it in 5 quarters. The position peaked at $288K in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Stratos Wealth Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Partners sold 2,254 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $206K.
Stratos Wealth Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 5 quarters.
Stratos Wealth Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $288K in Q1 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.