Sowell Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-1,995	Closed	-$219K	–	1250
2026 Q2	$219K	Buy	1,995 +35	+2%	+$4.06K	0.01%	1027
2026 Q1	$245K	Buy	+1,960	New	+$207K	0.01%	926
2024 Q4	–	Sell	-20,431	Closed	-$1.87M	–	551
2024 Q3	$1.87M	Buy	20,431 +3,413	+20%	+$326K	0.09%	249
2024 Q2	$1.69M	Buy	+17,018	New	+$1.76M	0.08%	252
2023 Q1	–	Sell	-55,198	Closed	-$5.13M	–	796
2022 Q4	$5.13M	Buy	+55,198	New	+$5.35M	0.33%	70
2020 Q2	–	Sell	-4,372	Closed	-$100K	–	2556
2020 Q1	$100K	Sell	4,372 -2,651	-38%	-$111K	0.01%	838
2019 Q4	$390K	Sell	7,023 -280	-4%	-$14.5K	0.03%	518
2019 Q3	$372K	Buy	+7,303	New	+$377K	0.03%	480
2019 Q1	$479K	Sell	8,229 -62	-0.7%	-$3.57K	0.05%	340
2018 Q4	$428K	Buy	+8,291	New	+$525K	0.06%	309
2018 Q3	–	Sell	-10,659	Closed	-$781K	–	401
2018 Q2	$781K	Buy	+10,659	New	+$762K	0.17%	126

Other funds holding IEO

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sowell Financial Services's IEO Position: Q3 2026 in Review

Sowell Financial Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2026, closing a stake of 1,995 shares — an estimated $219K sold.

Sowell Financial Services first reported a position in IEO in Q2 2018 and held it in 11 quarters. The position peaked at $5.13M in Q4 2022. 36 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

Sowell Financial Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2026 after selling out during the quarter.
Sowell Financial Services sold 1,995 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $219K.
Sowell Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 11 quarters.
Sowell Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $5.13M in Q4 2022.
36 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.