Abound Wealth Management
IEO icon

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
Q3 		$20.9K Hold
158
– – ﹤0.01% 411
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

Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mader & Shannon Wealth Management
Mader & Shannon Wealth Management Kansas City, Missouri $241M AUM 14.38% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Abound Wealth Management's IEO Position: Q3 2026 in Review

Abound Wealth Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2026 at 158 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Abound Wealth Management first reported a position in IEO in Q4 2022 and has held it in 16 quarters since. 70 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Abound Wealth Management held 158 shares of iShares US Oil & Gas Exploration & Production ETF worth $20.9K as of Q3 2026.
  • Abound Wealth Management left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #411 holding.
  • Abound Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 16 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.