Abound Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Abound Wealth Management’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	$17.4K	Hold	158	–	–	﹤0.01%	392
2026 Q1	$19.8K	Hold	158	–	–	﹤0.01%	405
2025 Q4	$14.1K	Hold	158	–	–	﹤0.01%	440
2025 Q3	$14.7K	Hold	158	–	–	﹤0.01%	419
2025 Q2	$14K	Hold	158	–	–	﹤0.01%	387
2025 Q1	$15K	Hold	158	–	–	0.01%	344
2024 Q4	$14.2K	Hold	158	–	–	﹤0.01%	336
2024 Q3	$14.5K	Hold	158	–	–	﹤0.01%	355
2024 Q2	$15.8K	Hold	158	–	–	0.01%	295
2024 Q1	$16.9K	Buy	158 +1	+0.6%	+$95	0.01%	284
2023 Q4	$14.6K	Buy	157 +3	+2%	+$285	0.01%	321
2023 Q3	$15.1K	Hold	154	–	–	0.01%	261
2023 Q2	$13.1K	Buy	154 +1	+0.7%	+$84	0.01%	292
2023 Q1	$13.2K	Buy	153 +1	+0.7%	+$90	0.01%	253
2022 Q4	$14.1K	Buy	+152	New	+$14.7K	0.01%	224

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

Abound Wealth Management's IEO Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 158 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Abound Wealth Management first reported a position in IEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.8K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Abound Wealth Management held 158 shares of iShares US Oil & Gas Exploration & Production ETF worth $17.4K as of Q2 2026.
Abound Wealth Management left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #392 holding.
Abound Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 15 quarters since.
Abound Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $19.8K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.