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Steward Partners Investment Advisory’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Steward Partners Investment Advisory’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 		$733K Sell
6,671
-40
-0.6% -$4.64K ﹤0.01% 1481
2026
Q1 		$838K Buy
6,711
+5,750
+598% +$608K ﹤0.01% 1260
2025
Q4 		$85.8K Sell
961
-175
-15% -$15.9K ﹤0.01% 2385
2025
Q3 		$105K Hold
1,136
– – ﹤0.01% 2206
2025
Q2 		$101K Sell
1,136
-406
-26% -$34.8K ﹤0.01% 2112
2025
Q1 		$146K Buy
1,542
+366
+31% +$34.2K ﹤0.01% 1807
2024
Q4 		$105K Buy
1,176
+200
+20% +$18.8K ﹤0.01% 1952
2024
Q3 		$89.3K Hold
976
– – ﹤0.01% 1933
2024
Q2 		$97.1K Hold
976
– – ﹤0.01% 1796
2024
Q1 		$104K Buy
976
+801
+458% +$76.3K ﹤0.01% 1747
2023
Q4 		$16.3K Hold
175
– – ﹤0.01% 2496
2023
Q3 		$17.1K Sell
175
-100
-36% -$9.49K ﹤0.01% 2391
2023
Q2 		$23.4K Sell
275
-1,660
-86% -$139K ﹤0.01% 2215
2023
Q1 		$166K Sell
1,935
-18,708
-91% -$1.68M ﹤0.01% 1371
2022
Q4 		$1.92M Buy
20,643
+11,198
+119% +$1.09M 0.03% 462
2022
Q3 		$787K Sell
9,445
-9,503
-50% -$809K 0.01% 697
2022
Q2 		$1.48M Buy
18,948
+13,216
+231% +$1.17M 0.03% 525
2022
Q1 		$483K Buy
5,732
+5,667
+8,718% +$424K 0.01% 936
2021
Q4 		$4K Hold
65
– – ﹤0.01% 2889
2021
Q3 		$4K Hold
65
– – ﹤0.01% 2868
2021
Q2 		$4K Hold
65
– – ﹤0.01% 6690
2021
Q1 		$3.16K Hold
65
– – ﹤0.01% 3127
2020
Q4 		$2K Sell
65
-98
-60% -$3.07K ﹤0.01% 2708
2020
Q3 		$4K Sell
163
-6,511
-98% -$206K ﹤0.01% 2429
2020
Q2 		$225K Buy
6,674
+6,309
+1,728% +$203K 0.01% 845
2020
Q1 		$8K Sell
365
-444
-55% -$18.5K ﹤0.01% 1933
2019
Q4 		$44K Buy
809
+45
+6% +$2.33K ﹤0.01% 1457
2019
Q3 		$38K Sell
764
-5,980
-89% -$309K ﹤0.01% 1473
2019
Q2 		$378K Buy
6,744
+88
+1% +$5K 0.01% 628
2019
Q1 		$387K Sell
6,656
-812
-11% -$46.7K 0.02% 574
2018
Q4 		$385K Buy
7,468
+1,129
+18% +$71.5K 0.02% 548
2018
Q3 		$481K Sell
6,339
-5,636
-47% -$418K 0.02% 513
2018
Q2 		$890K Buy
11,975
+6,035
+102% +$431K 0.05% 322
2018
Q1 		$377K Sell
5,940
-376
-6% -$24.1K 0.03% 478
2017
Q4 		$410K Buy
+6,316
New +$382K 0.03% 399

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

Steward Partners Investment Advisory's IEO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.6% in Q2 2026, selling an estimated $4.64K and leaving 6,671 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Steward Partners Investment Advisory first reported a position in IEO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.92M in Q4 2022. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Steward Partners Investment Advisory held 6,671 shares of iShares US Oil & Gas Exploration & Production ETF worth $733K as of Q2 2026.
  • Steward Partners Investment Advisory sold 40 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $4.64K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1481 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.92M in Q4 2022.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.