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

IFP 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 		$8.79K Buy
+80
New +$9.29K ﹤0.01% 3476
2025
Q1 		– Sell
-280
Closed -$25.1K – 4475
2024
Q4 		$25.1K Buy
280
+30
+12% +$2.82K ﹤0.01% 2144
2024
Q3 		$22.9K Sell
250
-800
-76% -$76.4K ﹤0.01% 2095
2024
Q2 		$104K Hold
1,050
– – ﹤0.01% 1351
2024
Q1 		$112K Sell
1,050
-840
-44% -$80K ﹤0.01% 1245
2023
Q4 		$176K Sell
1,890
-832
-31% -$79K 0.01% 1003
2023
Q3 		$266K Buy
2,722
+1,076
+65% +$102K 0.01% 835
2023
Q2 		$140K Sell
1,646
-818
-33% -$68.7K 0.01% 1178
2023
Q1 		$165K Sell
2,464
-30,845
-93% -$2.76M 0.01% 1028
2022
Q4 		$2.26M Buy
33,309
+14,159
+74% +$1.37M 0.06% 343
2022
Q3 		$1.33M Buy
19,150
+117
+0.6% +$9.96K 0.03% 544
2022
Q2 		$1.32M Hold
19,033
– – 0.04% 486
2022
Q1 		$1.32M Buy
+19,033
New +$1.43M 0.04% 486
2021
Q3 		– Sell
-150
Closed -$9K – 3412
2021
Q2 		$9K Hold
150
– – ﹤0.01% 2251
2021
Q1 		$7K Buy
+150
New +$6.77K ﹤0.01% 2281
2019
Q4 		– Sell
-10
Closed -$518 – 2968
2019
Q3 		$1K Buy
+10
New +$517 ﹤0.01% 2870
2019
Q1 		– Sell
-129
Closed -$7K – 2846
2018
Q4 		$7K Hold
129
– – ﹤0.01% 2678
2018
Q3 		$10K Sell
129
-900
-87% -$66.7K ﹤0.01% 2852
2018
Q2 		$76K Buy
1,029
+769
+296% +$55K ﹤0.01% 1653
2018
Q1 		$17K Hold
260
– – ﹤0.01% 2490
2017
Q4 		$17K Sell
260
-502
-66% -$30.3K ﹤0.01% 2526
2017
Q3 		$45K Buy
762
+201
+36% +$10.9K ﹤0.01% 2055
2017
Q2 		$31K Hold
561
– – ﹤0.01% 2294
2017
Q1 		$34K Buy
561
+1
+0.2% +$63 ﹤0.01% 2165
2016
Q4 		$37K Sell
560
-200
-26% -$12.5K ﹤0.01% 2051
2016
Q3 		$47K Sell
760
-85
-10% -$4.93K ﹤0.01% 1853
2016
Q2 		$48K Buy
+845
New +$47.3K ﹤0.01% 1785
2016
Q1 		– Sell
-876
Closed -$46K – 2855
2015
Q4 		$46K Buy
+876
New +$52.7K ﹤0.01% 1670

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's IEO Position: Q2 2026 in Review

IFP Advisors opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 80 shares worth $8.79K. The stake represents ﹤0.01% of the portfolio and ranks #3476 among its holdings. This is a return to the name: IFP Advisors previously reported a position in IEO as recently as Q4 2024.

IFP Advisors first reported a position in IEO in Q4 2015 and has held it in 28 quarters since. The position peaked at $2.26M in Q4 2022. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • IFP Advisors held 80 shares of iShares US Oil & Gas Exploration & Production ETF worth $8.79K as of Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new IFP Advisors position in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3476 holding.
  • IFP Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.26M in Q4 2022.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.