Gladstone Institutional Advisory’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Gladstone Institutional Advisory’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	-2,217	Closed	-$210K	–	770
2025 Q1	$210K	Sell	2,217 -22	-1%	-$2.06K	0.01%	684
2024 Q4	$201K	Sell	2,239 -138	-6%	-$13K	0.01%	672
2024 Q3	$217K	Sell	2,377 -31	-1%	-$2.96K	0.01%	639
2024 Q2	$240K	Sell	2,408 -20	-0.8%	-$2.07K	0.01%	585
2024 Q1	$260K	Hold	2,428	–	–	0.01%	558
2023 Q4	$226K	Sell	2,428 -6,505	-73%	-$617K	0.01%	599
2023 Q3	$871K	Buy	8,933 +2,466	+38%	+$234K	0.06%	284
2023 Q2	$549K	Buy	+6,467	New	+$543K	0.03%	385

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

Gladstone Institutional Advisory's IEO Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 2,217 shares — an estimated $210K sold.

Gladstone Institutional Advisory first reported a position in IEO in Q2 2023 and held it in 8 quarters. The position peaked at $871K in Q3 2023. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Gladstone Institutional Advisory reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,217 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $210K.
Gladstone Institutional Advisory first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2023 and held it in 8 quarters.
Gladstone Institutional Advisory's iShares US Oil & Gas Exploration & Production ETF position peaked at $871K in Q3 2023.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.