Visionary Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Visionary Wealth Advisors’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	-6,841	Closed	-$626K	–	549
2024 Q3	$626K	Buy	6,841 +59	+0.9%	+$5.64K	0.04%	317
2024 Q2	$675K	Sell	6,782 -28	-0.4%	-$2.9K	0.04%	288
2024 Q1	$728K	Buy	6,810 +54	+0.8%	+$5.14K	0.05%	272
2023 Q4	$630K	Sell	6,756 -11	-0.2%	-$1.04K	0.05%	280
2023 Q3	$660K	Buy	6,767 +1,675	+33%	+$159K	0.05%	255
2023 Q2	$432K	Buy	5,092 +759	+18%	+$63.7K	0.03%	315
2023 Q1	$372K	Buy	+4,333	New	+$388K	0.03%	317

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

Visionary Wealth Advisors's IEO Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 6,841 shares — an estimated $626K sold.

Visionary Wealth Advisors first reported a position in IEO in Q1 2023 and held it in 7 quarters. The position peaked at $728K in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Visionary Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 6,841 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $626K.
Visionary Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2023 and held it in 7 quarters.
Visionary Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $728K in Q1 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.