Number of Shares
10,737.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.53%
Total Estimate Gain
$963,470.58
% of Total Estimate Gain
70.34%

Independent Family Office, LLC's iShares U.S. Oil & Gas Exploration & Production ETF Holding Summary

As of 2025-03-31, Independent Family Office, LLC held 10,737.00 shares of iShares U.S. Oil & Gas Exploration & Production ETF(IEO), totaling $1.02 Mil. This investment constitutes 0.53% of their stock portfolio, and Independent Family Office, LLC now holds 0.19% of the outstanding iShares U.S. Oil & Gas Exploration & Production ETF(IEO) stock.

The initial trade took place in 2020Q4. And since then Independent Family Office, LLC has made 5 purchases of IEO, at an average price of $53.70, for a total of 25,508.00 shares. In addition, there have been 7 sales at an average price of $90.36 for 14,771.00 shares. Based on historical transaction data and IEO's current price of $93.01, Independent Family Office, LLC's estimated gain on his IEO holdings is $963,470.58, reflecting a 70.34% gain to date.

Independent Family Office, LLC IEO ($93.01) Holding Chart

Independent Family Office, LLC IEO ($93.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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