Thurston Springer Miller Herd & Titak’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q2	$11K	Hold	100	–	–	﹤0.01%	824
2026 Q1	$12.5K	Sell	100 -124	-55%	-$13.1K	0.01%	869
2025 Q4	$20K	Buy	224 +24	+12%	+$2.19K	0.01%	758
2025 Q3	$18.5K	Sell	200 -35	-15%	-$3.17K	0.04%	296
2025 Q2	$20.8K	Sell	235 -1,517	-87%	-$130K	﹤0.01%	926
2025 Q1	$166K	Sell	1,752 -300	-15%	-$28.1K	0.03%	355
2024 Q4	$184K	Buy	+2,052	New	+$193K	0.04%	284

Other funds holding IEO

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return