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

Avion Wealth’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	$16K	Hold	150	–	–	﹤0.01%	446
2026 Q1	$18K	Hold	150	–	–	﹤0.01%	357
2025 Q4	$13K	Hold	150	–	–	﹤0.01%	426
2025 Q3	$13K	Hold	150	–	–	﹤0.01%	420
2025 Q2	$13K	Hold	150	–	–	﹤0.01%	401
2025 Q1	$13K	Hold	150	–	–	﹤0.01%	346
2024 Q4	$13K	Hold	150	–	–	﹤0.01%	346
2024 Q3	$13K	Hold	150	–	–	﹤0.01%	323
2024 Q2	$14K	Buy	+150	New	+$15.6K	﹤0.01%	275

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

Avion Wealth's IEO Position: Q2 2026 in Review

Avion Wealth held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 150 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Avion Wealth first reported a position in IEO in Q2 2024 and has held it in 9 quarters since. The position peaked at $18K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Avion Wealth held 150 shares of iShares US Oil & Gas Exploration & Production ETF worth $16K as of Q2 2026.
Avion Wealth 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 Avion Wealth's portfolio in Q2 2026, its #446 holding.
Avion Wealth first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 9 quarters since.
Avion Wealth's iShares US Oil & Gas Exploration & Production ETF position peaked at $18K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.