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

Avantax Advisory Services’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 		$243K Sell
2,741
-9
-0.3% -$772 ﹤0.01% 2072
2025
Q1 		$260K Sell
2,750
-1,059
-28% -$99K ﹤0.01% 1935
2024
Q4 		$341K Sell
3,809
-2,163
-36% -$204K ﹤0.01% 1698
2024
Q3 		$546K Sell
5,972
-247
-4% -$23.6K ﹤0.01% 1348
2024
Q2 		$619K Sell
6,219
-526
-8% -$54.6K ﹤0.01% 1233
2024
Q1 		$722K Sell
6,745
-20
-0.3% -$1.91K 0.01% 885
2023
Q4 		$630K Buy
6,765
+1,329
+24% +$126K 0.01% 891
2023
Q3 		$530K Buy
5,436
+115
+2% +$10.9K 0.01% 920
2023
Q2 		$452K Buy
5,321
+318
+6% +$26.7K 0.01% 983
2023
Q1 		$429K Buy
5,003
+215
+4% +$19.3K 0.01% 977
2022
Q4 		$445K Buy
4,788
+1,205
+34% +$117K 0.01% 919
2022
Q3 		$298K Buy
3,583
+558
+18% +$47.5K ﹤0.01% 1017
2022
Q2 		$236K Buy
+3,025
New +$268K ﹤0.01% 1121
2020
Q4 		– Sell
-28,555
Closed -$754K – 1125
2020
Q3 		$754K Buy
+28,555
New +$903K 0.01% 635

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

Avantax Advisory Services's IEO Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.33% in Q2 2025, selling an estimated $772 and leaving 2,741 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Avantax Advisory Services first reported a position in IEO in Q3 2020 and has held it in 14 quarters since. The position peaked at $754K in Q3 2020. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

  • Avantax Advisory Services held 2,741 shares of iShares US Oil & Gas Exploration & Production ETF worth $243K as of Q2 2025.
  • Avantax Advisory Services sold 9 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $772.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2072 holding.
  • Avantax Advisory Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2020 and has held it in 14 quarters since.
  • Avantax Advisory Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $754K in Q3 2020.
  • 153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.