Arax Advisory Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Arax Advisory Partners’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	$24.4K	Buy	222 +3	+1%	+$348	﹤0.01%	3821
2026 Q1	$27.4K	Sell	219 -3	-1%	-$317	﹤0.01%	1947
2025 Q4	$19.8K	Buy	+222	New	+$20.2K	﹤0.01%	2115
2025 Q3	–	Sell	-219	Closed	-$19.4K	–	3926
2025 Q2	$19.4K	Hold	219	–	–	﹤0.01%	1681
2025 Q1	$20.7K	Buy	+219	New	+$20.5K	﹤0.01%	1293
2022 Q2	–	Sell	-25	Closed	-$2K	–	1193
2022 Q1	$2K	Buy	+25	New	+$1.87K	﹤0.01%	938

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

Arax Advisory Partners's IEO Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1.4% in Q2 2026, buying an estimated $348 and bringing the position to 222 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Arax Advisory Partners first reported a position in IEO in Q1 2022 and has held it in 6 quarters since. The position peaked at $27.4K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Arax Advisory Partners held 222 shares of iShares US Oil & Gas Exploration & Production ETF worth $24.4K as of Q2 2026.
Arax Advisory Partners bought 3 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $348.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3821 holding.
Arax Advisory Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 6 quarters since.
Arax Advisory Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $27.4K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.