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 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

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

Sowell Financial Services's IEO Position: Q2 2026 in Review

Sowell Financial Services increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1.8% in Q2 2026, buying an estimated $4.06K and bringing the position to 1,995 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1027.

Sowell Financial Services first reported a position in IEO in Q2 2018 and has held it in 11 quarters since. The position peaked at $5.13M in Q4 2022. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Sowell Financial Services held 1,995 shares of iShares US Oil & Gas Exploration & Production ETF worth $219K as of Q2 2026.
Sowell Financial Services bought 35 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $4.06K.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1027 holding.
Sowell Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2018 and has held it in 11 quarters since.
Sowell Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $5.13M in Q4 2022.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.