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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.94M	Sell	15,530 -522	-3%	-$55.2K	0.55%	44
2025 Q4	$1.43M	Buy	16,052 +119	+0.7%	+$10.8K	0.41%	51
2025 Q3	$1.48M	Buy	15,933 +52	+0.3%	+$4.71K	0.47%	48
2025 Q2	$1.43M	Sell	15,881 -625	-4%	-$53.6K	0.51%	45
2025 Q1	$1.56M	Buy	16,506 +193	+1%	+$18K	0.72%	31
2024 Q4	$1.46M	Buy	16,313 +2,258	+16%	+$213K	0.63%	35
2024 Q3	$1.29M	Sell	14,055 -51	-0.4%	-$4.87K	0.6%	37
2024 Q2	$1.4M	Buy	14,106 +552	+4%	+$57.2K	0.68%	31
2024 Q1	$1.45M	Buy	13,554 +227	+2%	+$21.6K	0.74%	29
2023 Q4	$1.24M	Buy	13,327 +1,462	+12%	+$139K	0.69%	31
2023 Q3	$1.16M	Buy	11,865 +526	+5%	+$49.9K	0.72%	29
2023 Q2	$963K	Buy	11,339 +264	+2%	+$22.2K	0.61%	36
2023 Q1	$950K	Buy	11,075 +1,075	+11%	+$96.3K	0.66%	34
2022 Q4	$944K	Hold	10,000	–	–	0.79%	29
2022 Q3	$908K	Buy	+10,000	New	+$851K	0.8%	31