Brown, Lisle/Cummings’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Brown, Lisle/Cummings’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	$20.5K	Hold	187	–	–	﹤0.01%	501
2026 Q1	$23.4K	Hold	187	–	–	0.01%	453
2025 Q4	$16.7K	Hold	187	–	–	﹤0.01%	444
2025 Q3	$17.3K	Hold	187	–	–	﹤0.01%	440
2025 Q2	$16.6K	Buy	187 +76	+68%	+$6.52K	﹤0.01%	440
2025 Q1	$10.5K	Hold	111	–	–	﹤0.01%	490
2024 Q4	$9.95K	Hold	111	–	–	﹤0.01%	485
2024 Q3	$10.2K	Hold	111	–	–	﹤0.01%	467
2024 Q2	$11K	Hold	111	–	–	﹤0.01%	443
2024 Q1	$11.9K	Hold	111	–	–	﹤0.01%	422
2023 Q4	$10.3K	Hold	111	–	–	﹤0.01%	436
2023 Q3	$10.8K	Hold	111	–	–	﹤0.01%	398
2023 Q2	$9.43K	Hold	111	–	–	﹤0.01%	422
2023 Q1	$9.53K	Hold	111	–	–	﹤0.01%	400
2022 Q4	$10.3K	Hold	111	–	–	0.01%	377
2022 Q3	$9.24K	Hold	111	–	–	0.01%	379
2022 Q2	$8.64K	Hold	111	–	–	﹤0.01%	376
2022 Q1	$9.36K	Hold	111	–	–	﹤0.01%	390
2021 Q4	$6.8K	Buy	+111	New	+$6.96K	﹤0.01%	401

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

Brown, Lisle/Cummings's IEO Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 187 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Brown, Lisle/Cummings first reported a position in IEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.4K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Brown, Lisle/Cummings held 187 shares of iShares US Oil & Gas Exploration & Production ETF worth $20.5K as of Q2 2026.
Brown, Lisle/Cummings 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 Brown, Lisle/Cummings's portfolio in Q2 2026, its #501 holding.
Brown, Lisle/Cummings first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's iShares US Oil & Gas Exploration & Production ETF position peaked at $23.4K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.