Janney Montgomery Scott’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Janney Montgomery Scott’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	-5,038	Closed	-$629K	–	3141
2026 Q1	$629K	Buy	5,038 +144	+3%	+$15.2K	﹤0.01%	1909
2025 Q4	$437K	Sell	4,894 -505	-9%	-$46K	﹤0.01%	2296
2025 Q3	$500K	Sell	5,399 -66	-1%	-$5.98K	﹤0.01%	2142
2025 Q2	$484K	Sell	5,465 -555	-9%	-$47.6K	﹤0.01%	2027
2025 Q1	$569K	Sell	6,020 -104	-2%	-$9.72K	﹤0.01%	1902
2024 Q4	$549K	Sell	6,124 -503	-8%	-$47.3K	﹤0.01%	1929
2024 Q3	$606K	Sell	6,627 -5,826	-47%	-$557K	﹤0.01%	1836
2024 Q2	$1.24M	Sell	12,453 -712	-5%	-$73.8K	﹤0.01%	1331
2024 Q1	$1.41M	Sell	13,165 -821	-6%	-$78.2K	﹤0.01%	1332
2023 Q4	$1.3M	Buy	13,986 +7,250	+108%	+$688K	﹤0.01%	1308
2023 Q3	$657K	Sell	6,736 -1,134	-14%	-$108K	﹤0.01%	1592
2023 Q2	$668K	Buy	7,870 +81	+1%	+$6.8K	﹤0.01%	1657
2023 Q1	$668K	Sell	7,789 -215	-3%	-$19.3K	﹤0.01%	1551
2022 Q4	$743K	Sell	8,004 -66	-0.8%	-$6.4K	﹤0.01%	1529
2022 Q3	$672K	Buy	8,070 +44	+0.5%	+$3.75K	﹤0.01%	1508
2022 Q2	$625K	Sell	8,026 -782	-9%	-$69.3K	﹤0.01%	1482
2022 Q1	$743K	Buy	8,808 +934	+12%	+$70K	﹤0.01%	1416
2021 Q4	$482K	Buy	+7,874	New	+$494K	﹤0.01%	1745
2020 Q3	–	Sell	-103,539	Closed	-$3.49M	–	2094
2020 Q2	$3.49M	Sell	103,539 -1,761	-2%	-$56.6K	0.02%	563
2020 Q1	$2.4M	Buy	105,300 +99,516	+1,721%	+$4.16M	0.02%	622
2019 Q4	$321K	Sell	5,784 -343	-6%	-$17.8K	﹤0.01%	1678
2019 Q3	$312K	Sell	6,127 -190	-3%	-$9.82K	﹤0.01%	1677
2019 Q2	$354K	Sell	6,317 -38	-0.6%	-$2.16K	﹤0.01%	1613
2019 Q1	$370K	Sell	6,355 -3,594	-36%	-$207K	﹤0.01%	1554
2018 Q4	$514K	Buy	9,949 +3,341	+51%	+$212K	0.01%	1278
2018 Q3	$502K	Sell	6,608 -199	-3%	-$14.7K	﹤0.01%	1442
2018 Q2	$506K	Buy	6,807 +1,625	+31%	+$116K	﹤0.01%	1376
2018 Q1	$329K	Sell	5,182 -4,135	-44%	-$265K	﹤0.01%	1557
2017 Q4	$605K	Buy	+9,317	New	+$563K	0.01%	1207

Other funds holding IEO

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 New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott's IEO Position: Q2 2026 in Review

Janney Montgomery Scott sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 5,038 shares — an estimated $629K sold.

Janney Montgomery Scott first reported a position in IEO in Q4 2017 and held it in 29 quarters. The position peaked at $3.49M in Q2 2020. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Janney Montgomery Scott reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Janney Montgomery Scott sold 5,038 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $629K.
Janney Montgomery Scott first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 29 quarters.
Janney Montgomery Scott's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.49M in Q2 2020.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.