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Sunbelt Securities’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sunbelt Securities’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
2026
Q1 		– Sell
-2,451
Closed -$219K – 3034
2025
Q4 		$219K Buy
2,451
+599
+32% +$54.6K 0.01% 614
2025
Q3 		$172K Sell
1,852
-6,447
-78% -$585K 0.01% 694
2025
Q2 		$744K Buy
8,299
+3,094
+59% +$265K 0.07% 260
2025
Q1 		$492K Sell
5,205
-3,094
-37% -$289K 0.04% 331
2024
Q4 		$733K Buy
8,299
+4,651
+127% +$438K 0.06% 265
2024
Q3 		$334K Buy
3,648
+676
+23% +$64.6K 0.03% 453
2024
Q2 		$296K Hold
2,972
– – 0.03% 457
2024
Q1 		$318K Sell
2,972
-131
-4% -$12.5K 0.04% 423
2023
Q4 		$289K Sell
3,103
-3,361
-52% -$319K 0.04% 413
2023
Q3 		$630K Buy
6,464
+3,169
+96% +$301K 0.09% 234
2023
Q2 		$280K Buy
3,295
+152
+5% +$12.8K 0.04% 401
2023
Q1 		$267K Buy
3,143
+328
+12% +$29.4K 0.04% 380
2022
Q4 		$261K Buy
+2,815
New +$273K 0.05% 379

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BPCE
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Bank of America
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Wells Fargo
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EWA
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Royal Bank of Canada
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return