Cedar Mountain Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cedar Mountain 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 Q3	$5.56K	Hold	42	–	–	﹤0.01%	615
2026 Q2	$4.61K	Hold	42	–	–	﹤0.01%	714
2026 Q1	$5.22K	Hold	42	–	–	﹤0.01%	640
2025 Q4	$3.71K	Buy	42 +1	+2%	+$91	﹤0.01%	343
2025 Q3	$3.83K	Hold	41	–	–	﹤0.01%	357
2025 Q2	$3.64K	Hold	41	–	–	﹤0.01%	284
2025 Q1	$3.86K	Hold	41	–	–	﹤0.01%	265
2024 Q4	$3.64K	Sell	41 -216	-84%	-$20.3K	﹤0.01%	280
2024 Q3	$23.5K	Buy	257 +2	+0.8%	+$191	0.01%	142
2024 Q2	$25.4K	Hold	255	–	–	0.01%	119
2024 Q1	$27.3K	Hold	255	–	–	0.01%	112
2023 Q4	$23.8K	Hold	255	–	–	0.01%	119
2023 Q3	$24.9K	Buy	+255	New	+$24.2K	0.01%	102

Other funds holding IEO

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cedar Mountain Advisors's IEO Position: Q3 2026 in Review

Cedar Mountain Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2026 at 42 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Cedar Mountain Advisors first reported a position in IEO in Q3 2023 and has held it in 13 quarters since. The position peaked at $27.3K in Q1 2024. 36 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

Cedar Mountain Advisors held 42 shares of iShares US Oil & Gas Exploration & Production ETF worth $5.56K as of Q3 2026.
Cedar Mountain Advisors left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q3 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #615 holding.
Cedar Mountain Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 13 quarters since.
Cedar Mountain Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $27.3K in Q1 2024.
36 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.