WealthBridge Capital Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

WealthBridge Capital 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
2023 Q2	–	Sell	-4,145	Closed	-$356K	–	192
2023 Q1	$356K	Sell	4,145 -121	-3%	-$10.8K	0.14%	125
2022 Q4	$396K	Sell	4,266 -669	-14%	-$64.9K	0.17%	120
2022 Q3	$384K	Hold	4,935	–	–	0.16%	121
2022 Q2	$384K	Buy	4,935 +2,258	+84%	+$200K	0.16%	121
2022 Q1	$226K	Buy	+2,677	New	+$200K	0.08%	170

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthBridge Capital Management's IEO Position: Q2 2023 in Review

WealthBridge Capital Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2023, closing a stake of 4,145 shares — an estimated $356K sold.

WealthBridge Capital Management first reported a position in IEO in Q1 2022 and held it in 5 quarters. The position peaked at $396K in Q4 2022. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2023.

WealthBridge Capital Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
WealthBridge Capital Management sold 4,145 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $356K.
WealthBridge Capital Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 5 quarters.
WealthBridge Capital Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $396K in Q4 2022.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on WealthBridge Capital Management's 13F filing for Q2 2023, filed 1 Aug 2023.