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Ancora Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Ancora 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
2026
Q2 		$95.3K Sell
868
-152
-15% -$17.7K ﹤0.01% 910
2026
Q1 		$127K Hold
1,020
– – ﹤0.01% 850
2025
Q4 		$91K Sell
1,020
-125
-11% -$11.4K ﹤0.01% 947
2025
Q3 		$106K Hold
1,145
– – ﹤0.01% 856
2025
Q2 		$101K Hold
1,145
– – ﹤0.01% 876
2025
Q1 		$108K Hold
1,145
– – ﹤0.01% 842
2024
Q4 		$103K Sell
1,145
-40
-3% -$3.77K ﹤0.01% 849
2024
Q3 		$108K Sell
1,185
-202
-15% -$19.3K ﹤0.01% 805
2024
Q2 		$138K Hold
1,387
– – ﹤0.01% 752
2024
Q1 		$148K Sell
1,387
-68
-5% -$6.48K ﹤0.01% 739
2023
Q4 		$136K Sell
1,455
-1,263
-46% -$120K ﹤0.01% 748
2023
Q3 		$265K Buy
2,718
+81
+3% +$7.69K 0.01% 605
2023
Q2 		$224K Buy
2,637
+394
+18% +$33.1K 0.01% 626
2023
Q1 		$192K Buy
2,243
+270
+14% +$24.2K 0.01% 651
2022
Q4 		$184K Buy
1,973
+1,226
+164% +$119K 0.01% 691
2022
Q3 		$62K Buy
747
+722
+2,888% +$61.5K ﹤0.01% 1019
2022
Q2 		$2K Hold
25
– – ﹤0.01% 1948
2022
Q1 		$2K Hold
25
– – ﹤0.01% 2137
2021
Q4 		$2K Hold
25
– – ﹤0.01% 2195
2021
Q3 		$1K Hold
25
– – ﹤0.01% 2122
2021
Q2 		$1K Hold
25
– – ﹤0.01% 1885
2021
Q1 		$1K Hold
25
– – ﹤0.01% 1679
2020
Q4 		$1K Hold
25
– – ﹤0.01% 1414
2020
Q3 		$1K Hold
25
– – ﹤0.01% 1358
2020
Q2 		$1K Sell
25
-35,124
-100% -$1.13M ﹤0.01% 1306
2020
Q1 		$803K Hold
35,149
– – 0.04% 351
2019
Q4 		$1.95M Hold
35,149
– – 0.07% 258
2019
Q3 		$1.79M Hold
35,149
– – 0.08% 241
2019
Q2 		$1.97M Hold
35,149
– – 0.09% 217
2019
Q1 		$2.04M Sell
35,149
-4,926
-12% -$283K 0.09% 215
2018
Q4 		$2.07M Buy
+40,075
New +$2.54M 0.1% 207

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ancora Advisors's IEO Position: Q2 2026 in Review

Ancora Advisors reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 15% in Q2 2026, selling an estimated $17.7K and leaving 868 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Ancora Advisors first reported a position in IEO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.07M in Q4 2018. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Ancora Advisors held 868 shares of iShares US Oil & Gas Exploration & Production ETF worth $95.3K as of Q2 2026.
  • Ancora Advisors sold 152 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $17.7K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #910 holding.
  • Ancora Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2018 and has held it in 31 quarters since.
  • Ancora Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.07M in Q4 2018.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.