Cetera Investment Advisers’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cetera Investment Advisers’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	$1.16M	Sell	10,527 -818	-7%	-$95K	﹤0.01%	2911
2026 Q1	$1.42M	Sell	11,345 -62	-0.5%	-$6.56K	﹤0.01%	2596
2025 Q4	$1.02M	Sell	11,407 -1,097	-9%	-$100K	﹤0.01%	2806
2025 Q3	$1.16M	Buy	12,504 +2,145	+21%	+$194K	﹤0.01%	2655
2025 Q2	$918K	Buy	10,359 +405	+4%	+$34.7K	﹤0.01%	2451
2025 Q1	$941K	Sell	9,954 -73	-0.7%	-$6.83K	﹤0.01%	2311
2024 Q4	$899K	Sell	10,027 -3,851	-28%	-$362K	﹤0.01%	2232
2024 Q3	$1.27M	Sell	13,878 -153	-1%	-$14.6K	﹤0.01%	1946
2024 Q2	$1.4M	Sell	14,031 -4,124	-23%	-$428K	﹤0.01%	1833
2024 Q1	$1.94M	Buy	+18,155	New	+$1.73M	﹤0.01%	1567
2023 Q4	–	Sell	-5,034	Closed	-$491K	–	2287
2023 Q3	$491K	Buy	+5,034	New	+$478K	﹤0.01%	1428

Other funds holding IEO

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 New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers's IEO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 7.2% in Q2 2026, selling an estimated $95K and leaving 10,527 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Cetera Investment Advisers first reported a position in IEO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q1 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Cetera Investment Advisers held 10,527 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.16M as of Q2 2026.
Cetera Investment Advisers sold 818 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $95K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2911 holding.
Cetera Investment Advisers first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.94M in Q1 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.