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

NewEdge 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 		$44.8K Sell
408
-50,754
-99% -$5.89M ﹤0.01% 3148
2026
Q1 		$6.39M Buy
51,162
+50,754
+12,440% +$5.37M 0.02% 599
2025
Q4 		$36.4K Sell
408
-575
-58% -$52.4K ﹤0.01% 3048
2025
Q3 		$91K Sell
983
-338
-26% -$30.6K ﹤0.01% 2629
2025
Q2 		$117K Buy
1,321
+23
+2% +$1.97K ﹤0.01% 2372
2025
Q1 		$123K Buy
1,298
+363
+39% +$33.9K ﹤0.01% 2231
2024
Q4 		$83.8K Hold
935
– – ﹤0.01% 2339
2024
Q3 		$85.5K Buy
935
+189
+25% +$18.1K ﹤0.01% 2245
2024
Q2 		$74.2K Buy
746
+705
+1,720% +$73.1K ﹤0.01% 2204
2024
Q1 		$4.39K Buy
+41
New +$3.9K ﹤0.01% 3180
2023
Q2 		– Sell
-236
Closed -$20.3K – 3558
2023
Q1 		$20.3K Sell
236
-13,981
-98% -$1.25M ﹤0.01% 2338
2022
Q4 		$1.28M Buy
14,217
+7,275
+105% +$706K 0.03% 446
2022
Q3 		$578K Sell
6,942
-6,005
-46% -$511K 0.01% 898
2022
Q2 		$1.01M Buy
+12,947
New +$1.15M 0.02% 666
2019
Q4 		– Sell
-4,292
Closed -$219K – 841
2019
Q3 		$219K Sell
4,292
-135
-3% -$6.98K 0.01% 730
2019
Q2 		$248K Sell
4,427
-100
-2% -$5.68K 0.02% 566
2019
Q1 		$263K Sell
4,527
-246
-5% -$14.1K 0.02% 555
2018
Q4 		$246K Buy
+4,773
New +$302K 0.02% 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

NewEdge Advisors's IEO Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 99% in Q2 2026, selling an estimated $5.89M and leaving 408 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

NewEdge Advisors first reported a position in IEO in Q4 2018 and has held it in 18 quarters since. The position peaked at $6.39M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • NewEdge Advisors held 408 shares of iShares US Oil & Gas Exploration & Production ETF worth $44.8K as of Q2 2026.
  • NewEdge Advisors sold 50,754 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $5.89M.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3148 holding.
  • NewEdge Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2018 and has held it in 18 quarters since.
  • NewEdge Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $6.39M in Q1 2026.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.