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

Tyler-Stone 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 Q3	–	Sell	-644	Closed	-$64.1K	–	596
2024 Q2	$64.1K	Buy	644 +1	+0.2%	+$104	0.03%	342
2024 Q1	$68.8K	Buy	643 +1	+0.2%	+$95	0.03%	323
2023 Q4	$59.8K	Buy	642 +2	+0.3%	+$190	0.03%	331
2023 Q3	$62K	Hold	640	–	–	0.04%	313
2023 Q2	$54K	Buy	+640	New	+$53.7K	0.03%	332
2022 Q4	$59K	Buy	637 +2	+0.3%	+$194	0.04%	293
2022 Q3	$53K	Buy	635 +2	+0.3%	+$170	0.04%	294
2022 Q2	$49K	Buy	633 +151	+31%	+$13.4K	0.03%	320
2022 Q1	$41K	Hold	482	–	–	0.02%	366
2021 Q4	$30K	Buy	+482	New	+$30.2K	0.02%	436

Other funds holding IEO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Tyler-Stone Wealth Management's IEO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 644 shares — an estimated $64.1K sold.

Tyler-Stone Wealth Management first reported a position in IEO in Q4 2021 and held it in 10 quarters. The position peaked at $68.8K in Q1 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 644 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $64.1K.
Tyler-Stone Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $68.8K in Q1 2024.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.