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New England Capital Financial Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

New England Capital Financial 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 		$24.7K Hold
225
– – 0.01% 185
2026
Q1 		$28.1K Hold
225
– – 0.01% 166
2025
Q4 		$20.1K Hold
225
– – 0.01% 195
2025
Q3 		$20.8K Hold
225
– – 0.01% 188
2025
Q2 		$19.9K Hold
225
– – 0.01% 182
2025
Q1 		$21.3K Hold
225
– – 0.01% 174
2024
Q4 		$20.2K Hold
225
– – 0.01% 177
2024
Q3 		$20.6K Hold
225
– – 0.01% 174
2024
Q2 		$22.4K Hold
225
– – 0.01% 165
2024
Q1 		$24.1K Hold
225
– – 0.01% 159
2023
Q4 		$21K Hold
225
– – 0.01% 165
2023
Q3 		$21.9K Hold
225
– – 0.02% 156
2023
Q2 		$19.1K Hold
225
– – 0.01% 169
2023
Q1 		$19.3K Hold
225
– – 0.01% 180
2022
Q4 		$21.7K Buy
+225
New +$21.8K 0.02% 176

Other funds holding IEO

BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

New England Capital Financial Advisors's IEO Position: Q2 2026 in Review

New England Capital Financial Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 225 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #185.

New England Capital Financial Advisors first reported a position in IEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.1K in Q1 2026. 55 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • New England Capital Financial Advisors held 225 shares of iShares US Oil & Gas Exploration & Production ETF worth $24.7K as of Q2 2026.
  • New England Capital Financial Advisors left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #185 holding.
  • New England Capital Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $28.1K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.