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Kestra Advisory Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Kestra Advisory Services’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 		$445K Sell
4,054
-2,062
-34% -$239K ﹤0.01% 2426
2026
Q1 		$764K Buy
6,116
+2,612
+75% +$276K ﹤0.01% 1916
2025
Q4 		$313K Sell
3,504
-603
-15% -$54.9K ﹤0.01% 2509
2025
Q3 		$380K Sell
4,107
-192
-4% -$17.4K ﹤0.01% 2256
2025
Q2 		$381K Sell
4,299
-44
-1% -$3.77K ﹤0.01% 2172
2025
Q1 		$411K Sell
4,343
-1,603
-27% -$150K ﹤0.01% 1954
2024
Q4 		$533K Buy
5,946
+263
+5% +$24.8K ﹤0.01% 1833
2024
Q3 		$520K Sell
5,683
-3,224
-36% -$308K ﹤0.01% 1739
2024
Q2 		$856K Buy
8,907
+2,283
+34% +$237K ﹤0.01% 1417
2024
Q1 		$709K Buy
6,624
+583
+10% +$55.5K ﹤0.01% 1450
2023
Q4 		$563K Sell
6,041
-94
-2% -$8.92K ﹤0.01% 1446
2023
Q3 		$598K Buy
6,135
+3,342
+120% +$317K 0.01% 1270
2023
Q2 		$237K Sell
2,793
-225
-7% -$18.9K ﹤0.01% 1801
2023
Q1 		$259K Sell
3,018
-4,275
-59% -$383K ﹤0.01% 1662
2022
Q4 		$677K Buy
7,293
+4,168
+133% +$404K 0.01% 1233
2022
Q3 		$260K Buy
+3,125
New +$266K ﹤0.01% 1689

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

Kestra Advisory Services's IEO Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 34% in Q2 2026, selling an estimated $239K and leaving 4,054 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Kestra Advisory Services first reported a position in IEO in Q3 2022 and has held it in 16 quarters since. The position peaked at $856K in Q2 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Kestra Advisory Services held 4,054 shares of iShares US Oil & Gas Exploration & Production ETF worth $445K as of Q2 2026.
  • Kestra Advisory Services sold 2,062 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $239K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2426 holding.
  • Kestra Advisory Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and has held it in 16 quarters since.
  • Kestra Advisory Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $856K in Q2 2024.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.