Allworth Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Allworth Financial’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 Q2	–	Sell	-86	Closed	-$7.12K	–	4632
2025 Q1	$7.12K	Sell	86 -47	-35%	-$4.39K	﹤0.01%	2588
2024 Q4	$12.9K	Buy	+133	New	+$12.5K	﹤0.01%	2336
2024 Q1	–	Sell	-220	Closed	-$20.5K	–	3642
2023 Q4	$20.5K	Buy	+220	New	+$20.9K	﹤0.01%	1641
2022 Q4	–	Sell	-335	Closed	-$28K	–	3091
2022 Q3	$28K	Hold	335	–	–	﹤0.01%	1163
2022 Q2	$26K	Buy	+335	New	+$29.7K	﹤0.01%	1129
2021 Q4	–	Sell	-1,233	Closed	-$72K	–	2031
2021 Q3	$72K	Buy	1,233 +12	+1%	+$626	﹤0.01%	696
2021 Q2	$70K	Sell	1,221 -1,716	-58%	-$90.9K	﹤0.01%	546
2021 Q1	$143K	Buy	2,937 +16	+0.5%	+$722	﹤0.01%	393
2020 Q4	$105K	Buy	+2,921	New	+$91.4K	﹤0.01%	361

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial's IEO Position: Q2 2025 in Review

Allworth Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 86 shares — an estimated $7.12K sold.

Allworth Financial first reported a position in IEO in Q4 2020 and held it in 9 quarters. The position peaked at $143K in Q1 2021. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Allworth Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Allworth Financial sold 86 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $7.12K.
Allworth Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 9 quarters.
Allworth Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $143K in Q1 2021.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.