Advisory Services Network’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-69	Closed	-$8.58K	–	3360
2026 Q1	$8.58K	Buy	+69	New	+$7.3K	﹤0.01%	3636
2025 Q4	–	Sell	-114	Closed	-$10.5K	–	2991
2025 Q3	$10.5K	Buy	+114	New	+$10.3K	﹤0.01%	3264
2025 Q1	–	Sell	-5,456	Closed	-$489K	–	1677
2024 Q4	$489K	Buy	5,456 +1,958	+56%	+$184K	0.01%	1057
2024 Q3	$348K	Hold	3,498	–	–	0.01%	1140
2024 Q2	$348K	Buy	3,498 +492	+16%	+$51K	0.01%	1140
2024 Q1	$322K	Buy	3,006 +133	+5%	+$12.7K	0.01%	1120
2023 Q4	$268K	Sell	2,873 -2,955	-51%	-$280K	0.01%	1136
2023 Q3	$568K	Sell	5,828 -393	-6%	-$37.3K	0.02%	854
2023 Q2	$528K	Sell	6,221 -2,944	-32%	-$247K	0.01%	888
2023 Q1	$786K	Sell	9,165 -123,277	-93%	-$11M	0.02%	706
2022 Q4	$12.3M	Sell	132,442 -1,971	-1%	-$191K	0.38%	41
2022 Q3	$11.2M	Sell	134,413 -1,899	-1%	-$162K	0.4%	39
2022 Q2	$10.6M	Sell	136,312 -1,953	-1%	-$173K	0.36%	48
2022 Q1	$11.7M	Buy	+138,265	New	+$10.4M	0.34%	48
2021 Q3	–	Sell	-184,041	Closed	-$10.5M	–	2279
2021 Q2	$10.5M	Buy	+184,041	New	+$9.75M	0.33%	46
2021 Q1	–	Sell	-36	Closed	-$1K	–	2090
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	3153
2020 Q3	$1K	Buy	+36	New	+$1.14K	﹤0.01%	3330
2020 Q2	–	Sell	-141	Closed	-$3K	–	1839
2020 Q1	$3K	Sell	141 -54,952	-100%	-$2.29M	﹤0.01%	2651
2019 Q4	$3.06M	Buy	+55,093	New	+$2.85M	0.16%	158
2016 Q3	–	Sell	-17	Closed	-$1K	–	2033
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	1751
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	1591
2015 Q4	$1K	Sell	17 -25	-60%	-$1.5K	﹤0.01%	1432
2015 Q3	$2K	Buy	+42	New	+$2.6K	﹤0.01%	1328

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisory Services Network's IEO Position: Q2 2026 in Review

Advisory Services Network sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 69 shares — an estimated $8.58K sold.

Advisory Services Network first reported a position in IEO in Q3 2015 and held it in 23 quarters. The position peaked at $12.3M in Q4 2022. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Advisory Services Network reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 69 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $8.58K.
Advisory Services Network first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2015 and held it in 23 quarters.
Advisory Services Network's iShares US Oil & Gas Exploration & Production ETF position peaked at $12.3M in Q4 2022.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.