CA
IEO icon

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

CoreCap 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 		– Sell
-57
Closed -$7.24K – 3230
2026
Q1 		$7.24K Sell
57
-1
-2% -$106 ﹤0.01% 2071
2025
Q4 		$5.15K Buy
58
+1
+2% +$91 ﹤0.01% 2191
2025
Q3 		$5.3K Buy
57
+1
+2% +$91 ﹤0.01% 2151
2025
Q2 		$5.04K Sell
56
-2
-3% -$172 ﹤0.01% 2110
2025
Q1 		$5.44K Buy
58
+2
+4% +$187 ﹤0.01% 2070
2024
Q4 		$5.04K Hold
56
– – ﹤0.01% 1976
2024
Q3 		$5.11K Buy
+56
New +$5.35K ﹤0.01% 1970
2024
Q2 		– Sell
-55
Closed -$5.9K – 2056
2024
Q1 		$5.9K Buy
+55
New +$5.24K ﹤0.01% 1883
2022
Q4 		$1.86K Buy
+20
New +$1.94K ﹤0.01% 1947
2022
Q3 		– Sell
-20
Closed -$2K – 1238
2022
Q2 		$2K Buy
+20
New +$1.77K ﹤0.01% 1868

Other funds holding IEO

MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors's IEO Position: Q2 2026 in Review

CoreCap Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 57 shares — an estimated $7.24K sold.

CoreCap Advisors first reported a position in IEO in Q2 2022 and held it in 10 quarters. The position peaked at $7.24K in Q1 2026. 22 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • CoreCap Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • CoreCap Advisors sold 57 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $7.24K.
  • CoreCap Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 10 quarters.
  • CoreCap Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $7.24K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.