AWA
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Alta Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Alta Wealth Advisors’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
-4,060
Closed -$384K – 130
2025
Q1 		$384K Sell
4,060
-151
-4% -$14.1K 0.18% 96
2024
Q4 		$377K Sell
4,211
-346
-8% -$32.6K 0.17% 108
2024
Q3 		$417K Buy
+4,557
New +$435K 0.19% 92

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alta Wealth Advisors's IEO Position: Q2 2025 in Review

Alta Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 4,060 shares — an estimated $384K sold.

Alta Wealth Advisors first reported a position in IEO in Q3 2024 and held it in 3 quarters. The position peaked at $417K in Q3 2024. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

  • Alta Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 4,060 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $384K.
  • Alta Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and held it in 3 quarters.
  • Alta Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $417K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.