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 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	$3.63K	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

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

Cedar Mountain Advisors's IEO Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 42 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Cedar Mountain Advisors first reported a position in IEO in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.3K in Q1 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Cedar Mountain Advisors held 42 shares of iShares US Oil & Gas Exploration & Production ETF worth $4.61K as of Q2 2026.
Cedar Mountain Advisors 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 Cedar Mountain Advisors's portfolio in Q2 2026, its #714 holding.
Cedar Mountain Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 12 quarters since.
Cedar Mountain Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $27.3K in Q1 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.