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

Mutual 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 		$3.26M Sell
29,704
-609
-2% -$70.7K 0.06% 298
2026
Q1 		$3.79M Sell
30,313
-475
-2% -$50.2K 0.08% 238
2025
Q4 		$2.75M Sell
30,788
-2,809
-8% -$256K 0.06% 293
2025
Q3 		$3.05M Sell
33,597
-5,034
-13% -$456K 0.07% 272
2025
Q2 		$3.47M Sell
38,631
-4,850
-11% -$416K 0.09% 221
2025
Q1 		$3.61M Sell
43,481
-3,913
-8% -$366K 0.1% 190
2024
Q4 		$4.7M Buy
47,394
+2,565
+6% +$241K 0.14% 148
2024
Q3 		$4.14M Buy
44,829
+16,918
+61% +$1.62M 0.12% 159
2024
Q2 		$2.73M Buy
27,911
+5,964
+27% +$619K 0.08% 216
2024
Q1 		$2.35M Buy
21,947
+867
+4% +$82.6K 0.08% 241
2023
Q4 		$1.96M Buy
21,080
+1,816
+9% +$172K 0.07% 279
2023
Q3 		$1.88M Buy
19,264
+13
+0.1% +$1.23K 0.07% 262
2023
Q2 		$1.63M Buy
19,251
+701
+4% +$58.8K 0.06% 301
2023
Q1 		$1.59M Buy
18,550
+1,688
+10% +$151K 0.07% 298
2022
Q4 		$1.57M Sell
16,862
-27,292
-62% -$2.65M 0.07% 288
2022
Q3 		$3.68M Buy
44,154
+1,873
+4% +$159K 0.19% 108
2022
Q2 		$3.29M Buy
42,281
+2,197
+5% +$195K 0.22% 102
2022
Q1 		$3.38M Buy
40,084
+10,681
+36% +$800K 0.19% 117
2021
Q4 		$1.8M Buy
29,403
+6,771
+30% +$425K 0.1% 250
2021
Q3 		$1.31M Buy
22,632
+9,158
+68% +$478K 0.08% 299
2021
Q2 		$772K Buy
13,474
+4,970
+58% +$263K 0.05% 417
2021
Q1 		$414K Buy
+8,504
New +$384K 0.03% 538

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

Mutual Advisors's IEO Position: Q2 2026 in Review

Mutual Advisors reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 2% in Q2 2026, selling an estimated $70.7K and leaving 29,704 shares worth $3.26M. The position accounts for 0.06% of the portfolio, ranked #298.

Mutual Advisors first reported a position in IEO in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.7M in Q4 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Mutual Advisors held 29,704 shares of iShares US Oil & Gas Exploration & Production ETF worth $3.26M as of Q2 2026.
  • Mutual Advisors sold 609 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $70.7K.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.06% of Mutual Advisors's portfolio in Q2 2026, its #298 holding.
  • Mutual Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 22 quarters since.
  • Mutual Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.7M in Q4 2024.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.