V
IEO icon

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

ViaWealth’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
Q1 		– Sell
-2,782
Closed -$248K – 164
2025
Q4 		$248K Sell
2,782
-2,095
-43% -$191K 0.14% 137
2025
Q3 		$452K Sell
4,877
-3,259
-40% -$295K 0.25% 106
2025
Q2 		$721K Sell
8,136
-4,943
-38% -$424K 0.43% 74
2025
Q1 		$1.24M Sell
13,079
-1,045
-7% -$97.7K 0.76% 35
2024
Q4 		$1.27M Sell
14,124
-1,162
-8% -$109K 0.76% 37
2024
Q3 		$1.4M Buy
15,286
+561
+4% +$53.6K 0.81% 31
2024
Q2 		$1.47M Sell
14,725
-283
-2% -$29.4K 0.91% 27
2024
Q1 		$1.61M Buy
15,008
+1,219
+9% +$116K 1% 26
2023
Q4 		$1.28M Buy
13,789
+1,431
+12% +$136K 0.88% 28
2023
Q3 		$1.21M Buy
12,358
+2,686
+28% +$255K 0.89% 29
2023
Q2 		$822K Buy
9,672
+124
+1% +$10.4K 0.61% 48
2023
Q1 		$819K Sell
9,548
-347
-4% -$31.1K 0.65% 46
2022
Q4 		$909K Buy
+9,895
New +$960K 0.75% 34

Other funds holding IEO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return