NWM
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Nova Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Nova Wealth Management’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 		$14.3K Hold
130
– – 0.01% 362
2026
Q1 		$16.2K Hold
130
– – 0.01% 327
2025
Q4 		$11.6K Hold
130
– – 0.01% 336
2025
Q3 		$12K Sell
130
-80
-38% -$7.25K 0.01% 333
2025
Q2 		$18.6K Sell
210
-1,642
-89% -$141K 0.01% 315
2025
Q1 		$175K Sell
1,852
-3,403
-65% -$318K 0.15% 126
2024
Q4 		$471K Buy
+5,255
New +$495K 0.41% 58

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

Nova Wealth Management's IEO Position: Q2 2026 in Review

Nova Wealth Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 130 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #362.

Nova Wealth Management first reported a position in IEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q4 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Nova Wealth Management held 130 shares of iShares US Oil & Gas Exploration & Production ETF worth $14.3K as of Q2 2026.
  • Nova Wealth Management 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 Nova Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Nova Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $471K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.