Wolverine Trading’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Wolverine Trading’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
2025 Q3	–	Sell	-2,500	Closed	-$223K	–	5859
2025 Q2	$223K	Buy	+2,500	New	+$214K	﹤0.01%	3794
2025 Q1	–	Sell	-3,200	Closed	-$283K	–	5227
2024 Q4	$283K	Buy	+3,200	New	+$301K	﹤0.01%	4086
2024 Q3	–	Sell	-14,600	Closed	-$1.45M	–	5062
2024 Q2	$1.45M	Buy	14,600 +11,700	+403%	+$1.21M	﹤0.01%	1840
2024 Q1	$310K	Sell	2,900 -8,100	-74%	-$771K	﹤0.01%	3317
2023 Q4	$1.03M	Sell	11,000 -1,000	-8%	-$94.9K	﹤0.01%	2280
2023 Q3	$1.17M	Buy	12,000 +4,800	+67%	+$456K	﹤0.01%	1997
2023 Q2	$608K	Sell	7,200 -6,500	-47%	-$546K	﹤0.01%	2422
2023 Q1	$1.16M	Buy	13,700 +1,200	+10%	+$107K	﹤0.01%	1775
2022 Q4	$1.16M	Sell	12,500 -2,900	-19%	-$281K	﹤0.01%	1734
2022 Q3	$1.29M	Sell	15,400 -300	-2%	-$25.5K	﹤0.01%	1744
2022 Q2	$1.26M	Buy	+15,700	New	+$1.39M	﹤0.01%	1733
2020 Q1	–	Sell	-16,900	Closed	-$927K	–	4908
2019 Q4	$927K	Buy	+16,900	New	+$876K	﹤0.01%	2483

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Wolverine Trading's IEO Position: Q4 2023 in Review

Wolverine Trading sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 9,254 shares — an estimated $878K sold.

Wolverine Trading first reported a position in IEO in Q1 2023 and held it in 2 quarters. The position peaked at $903K in Q3 2023. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

Wolverine Trading reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Wolverine Trading sold 9,254 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $878K.
Wolverine Trading first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2023 and held it in 2 quarters.
Wolverine Trading's iShares US Oil & Gas Exploration & Production ETF position peaked at $903K in Q3 2023.
179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.