Anchor Investment Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Anchor Investment 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 Q1	$50.5K	Hold	404	–	–	﹤0.01%	588
2025 Q4	$36.1K	Hold	404	–	–	﹤0.01%	645
2025 Q3	$37.4K	Hold	404	–	–	﹤0.01%	630
2025 Q2	$35.8K	Hold	404	–	–	﹤0.01%	628
2025 Q1	$38.2K	Hold	404	–	–	﹤0.01%	603
2024 Q4	$36.2K	Hold	404	–	–	﹤0.01%	614
2024 Q3	$36.9K	Hold	404	–	–	﹤0.01%	605
2024 Q2	$40.2K	Hold	404	–	–	﹤0.01%	547
2024 Q1	$43.2K	Hold	404	–	–	﹤0.01%	562
2023 Q4	$37.6K	Hold	404	–	–	﹤0.01%	559
2023 Q3	$39.4K	Hold	404	–	–	0.01%	546
2023 Q2	$34.3K	Buy	+404	New	+$33.9K	﹤0.01%	567

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Anchor Investment Management's IEO Position: Q1 2026 in Review

Anchor Investment Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q1 2026 at 404 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Anchor Investment Management first reported a position in IEO in Q2 2023 and has held it in 12 quarters since. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

Anchor Investment Management held 404 shares of iShares US Oil & Gas Exploration & Production ETF worth $50.5K as of Q1 2026.
Anchor Investment Management left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #588 holding.
Anchor Investment Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2023 and has held it in 12 quarters since.
169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.