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Highland Investment Advisors LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Highland Investment Advisors LLC’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 		$33.9K Buy
+309
New +$35.9K 0.01% 218

Other funds holding IEO

Morgan Stanley
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
LPL Financial
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
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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Highland Investment Advisors LLC's IEO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 309 shares worth $33.9K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

129 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Highland Investment Advisors LLC held 309 shares of iShares US Oil & Gas Exploration & Production ETF worth $33.9K as of Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #218 holding.
  • 129 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.