Wealthspire Advisors (New York)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-5
Closed -$467 1908
2025
Q3
$467 Buy
+5
New +$453 ﹤0.01% 2847

Other funds holding IEO

Wealthspire Advisors (New York)'s IEO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2025, closing a stake of 5 shares — an estimated $467 sold.

Wealthspire Advisors (New York) first reported a position in IEO in Q3 2025 and held it in 1 quarter. The position peaked at $467 in Q3 2025. 154 funds tracked by Wall St. Rank hold IEO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $467.
  • Wealthspire Advisors (New York) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $467 in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.