JWCA
IEO icon

J.W. Cole Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

J.W. Cole 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
2025
Q4 		– Sell
-6,100
Closed -$565K – 1531
2025
Q3 		$565K Sell
6,100
-553
-8% -$50.1K 0.01% 946
2025
Q2 		$589K Buy
6,653
+12
+0.2% +$1.03K 0.01% 861
2025
Q1 		$628K Sell
6,641
-2,512
-27% -$235K 0.02% 701
2024
Q4 		$820K Buy
9,153
+453
+5% +$42.6K 0.03% 471
2024
Q3 		$796K Sell
8,700
-225
-3% -$21.5K 0.03% 450
2024
Q2 		$888K Buy
8,925
+198
+2% +$20.5K 0.04% 376
2024
Q1 		$934K Buy
8,727
+637
+8% +$60.7K 0.05% 356
2023
Q4 		$754K Buy
8,090
+824
+11% +$78.2K 0.04% 359
2023
Q3 		$709K Buy
7,266
+450
+7% +$42.7K 0.05% 320
2023
Q2 		$579K Buy
6,816
+50
+0.7% +$4.2K 0.04% 389
2023
Q1 		$581K Buy
+6,766
New +$606K 0.04% 411
2022
Q3 		– Sell
-16,002
Closed -$1.25M – 738
2022
Q2 		$1.25M Buy
+16,002
New +$1.42M 0.1% 227

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return