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

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return