John Overdeck’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

John Overdeck’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	$12.9M	Buy	117,548 +108,348	+1,178%	+$12.6M	0.01%	1327
2026 Q1	$1.15M	Sell	9,200 -9,948	-52%	-$1.05M	﹤0.01%	3161
2025 Q4	$1.71M	Sell	19,148 -44,600	-70%	-$4.06M	﹤0.01%	2550
2025 Q3	$5.9M	Buy	+63,748	New	+$5.78M	0.01%	1323
2025 Q2	–	Sell	-55,848	Closed	-$5.28M	–	3339
2025 Q1	$5.28M	Buy	+55,848	New	+$5.22M	0.01%	1104
2024 Q3	–	Sell	-36,000	Closed	-$3.58M	–	3218
2024 Q2	$3.58M	Buy	36,000 +24,000	+200%	+$2.49M	0.01%	1171
2024 Q1	$1.28M	Sell	12,000 -49,400	-80%	-$4.7M	﹤0.01%	1782
2023 Q4	$5.72M	Buy	+61,400	New	+$5.83M	0.01%	915
2023 Q2	–	Sell	-10,800	Closed	-$927K	–	3128
2023 Q1	$927K	Buy	10,800 +8,500	+370%	+$761K	﹤0.01%	1911
2022 Q4	$214K	Buy	+2,300	New	+$223K	﹤0.01%	2370

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

John Overdeck's IEO Position: Q2 2026 in Review

John Overdeck increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1,178% in Q2 2026, buying an estimated $12.6M and bringing the position to 117,548 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #1327.

John Overdeck first reported a position in IEO in Q4 2022 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

John Overdeck held 117,548 shares of iShares US Oil & Gas Exploration & Production ETF worth $12.9M as of Q2 2026.
John Overdeck bought 108,348 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $12.6M.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1327 holding.
John Overdeck first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 10 quarters since.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.