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Principal Securities’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-63
Closed -$5.65K – 3787
2025
Q1 		$5.65K Hold
63
– – ﹤0.01% 2731
2024
Q4 		$5.65K Hold
63
– – ﹤0.01% 2728
2024
Q3 		$5.76K Sell
63
-27,692
-100% -$2.65M ﹤0.01% 2631
2024
Q2 		$2.76M Buy
27,755
+3,322
+14% +$345K 0.08% 238
2024
Q1 		$2.61M Buy
24,433
+1,504
+7% +$143K 0.08% 234
2023
Q4 		$2.14M Buy
+22,929
New +$2.18M 0.08% 238

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principal Securities's IEO Position: Q2 2025 in Review

Principal Securities sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 63 shares — an estimated $5.65K sold.

Principal Securities first reported a position in IEO in Q4 2023 and held it in 6 quarters. The position peaked at $2.76M in Q2 2024. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

  • Principal Securities reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 63 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $5.65K.
  • Principal Securities first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 6 quarters.
  • Principal Securities's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.76M in Q2 2024.
  • 153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.