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 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

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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. 56 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.
56 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.