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

Atlas Private 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	-2,600	Closed	-$246K	–	198
2025 Q1	$246K	Hold	2,600	–	–	0.03%	161
2024 Q4	$233K	Sell	2,600 -300	-10%	-$28.2K	0.03%	151
2024 Q3	$265K	Hold	2,900	–	–	0.04%	136
2024 Q2	$289K	Buy	+2,900	New	+$301K	0.05%	125
2024 Q1	–	Sell	-2,900	Closed	-$270K	–	136
2023 Q4	$270K	Hold	2,900	–	–	0.05%	130
2023 Q3	$283K	Hold	2,900	–	–	0.05%	146
2023 Q2	$246K	Buy	+2,900	New	+$243K	0.05%	161
2021 Q4	–	Sell	-1,600	Closed	-$93K	–	403
2021 Q3	$93K	Hold	1,600	–	–	0.05%	175
2021 Q2	$92K	Hold	1,600	–	–	0.05%	170
2021 Q1	$78K	Hold	1,600	–	–	0.04%	187
2020 Q4	$57K	Buy	1,600 +500	+45%	+$15.6K	0.04%	204
2020 Q3	$29K	Hold	1,100	–	–	0.02%	262
2020 Q2	$37K	Buy	+1,100	New	+$35.4K	0.03%	239

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

Atlas Private Wealth Advisors's IEO Position: Q2 2025 in Review

Atlas Private Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 2,600 shares — an estimated $246K sold.

Atlas Private Wealth Advisors first reported a position in IEO in Q2 2020 and held it in 13 quarters. The position peaked at $289K in Q2 2024. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Atlas Private Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,600 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $246K.
Atlas Private Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 13 quarters.
Atlas Private Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $289K in Q2 2024.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.