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

Savvy Advisors Inc’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	$1.11M	Sell	10,063 -167	-2%	-$19.4K	0.02%	496
2026 Q1	$1.28M	Sell	10,230 -24	-0.2%	-$2.54K	0.03%	369
2025 Q4	$915K	Sell	10,254 -1,037	-9%	-$94.5K	0.03%	385
2025 Q3	$1.05M	Sell	11,291 -895	-7%	-$81.2K	0.05%	262
2025 Q2	$1.08M	Sell	12,186 -115	-0.9%	-$9.86K	0.07%	206
2025 Q1	$1.16M	Buy	+12,301	New	+$1.15M	0.12%	148

Other funds holding IEO

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 New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's IEO Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1.6% in Q2 2026, selling an estimated $19.4K and leaving 10,063 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #496.

Savvy Advisors Inc first reported a position in IEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Savvy Advisors Inc held 10,063 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.11M as of Q2 2026.
Savvy Advisors Inc sold 167 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $19.4K.
iShares US Oil & Gas Exploration & Production ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #496 holding.
Savvy Advisors Inc first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2025 and has held it in 6 quarters since.
Savvy Advisors Inc's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.28M in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.