B. Riley Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-901	Closed	-$114K	–	969
2026 Q1	$114K	Buy	+901	New	+$95.3K	0.01%	775
2025 Q4	–	Sell	-500	Closed	-$46.3K	–	1093
2025 Q3	$46.3K	Buy	+500	New	+$45.3K	﹤0.01%	1006
2024 Q3	–	Sell	-2,304	Closed	-$229K	–	1344
2024 Q2	$229K	Sell	2,304 -1,290	-36%	-$134K	0.01%	1157
2024 Q1	$352K	Buy	3,594 +167	+5%	+$15.9K	0.01%	967
2023 Q4	$319K	Sell	3,427 -167	-5%	-$15.8K	0.01%	1022
2023 Q3	$352K	Buy	3,594 +941	+35%	+$89.3K	0.01%	967
2023 Q2	$225K	Buy	2,653 +282	+12%	+$23.7K	0.01%	1290
2023 Q1	$203K	Buy	2,371 +39	+2%	+$3.49K	0.01%	1292
2022 Q4	$217K	Buy	+2,332	New	+$226K	0.01%	1211

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

B. Riley Wealth Advisors's IEO Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 901 shares — an estimated $114K sold.

B. Riley Wealth Advisors first reported a position in IEO in Q4 2022 and held it in 9 quarters. The position peaked at $352K in Q1 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

B. Riley Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 901 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $114K.
B. Riley Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 9 quarters.
B. Riley Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $352K in Q1 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.