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

Tradition Wealth Management’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 Q1	–	Sell	-1,407	Closed	-$131K	–	771
2023 Q4	$131K	Buy	1,407 +201	+17%	+$19.1K	0.01%	398
2023 Q3	$118K	Buy	1,206 +380	+46%	+$36.1K	0.01%	398
2023 Q2	$70K	Hold	826	–	–	0.01%	540
2023 Q1	$71K	Buy	826 +226	+38%	+$20.2K	0.01%	526
2022 Q4	$56K	Sell	600 -200	-25%	-$19.4K	0.01%	502
2022 Q3	$67K	Hold	800	–	–	0.01%	445
2022 Q2	$62K	Buy	800 +100	+14%	+$8.86K	0.01%	429
2022 Q1	$59K	Buy	+700	New	+$52.4K	0.01%	472

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AMI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Tradition Wealth Management's IEO Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 1,407 shares — an estimated $131K sold.

Tradition Wealth Management first reported a position in IEO in Q1 2022 and held it in 8 quarters. The position peaked at $131K in Q4 2023. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Tradition Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,407 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $131K.
Tradition Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 8 quarters.
Tradition Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $131K in Q4 2023.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.