CIBC Private Wealth Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$32.1K	Hold	360	–	–	﹤0.01%	1970
2025 Q3	$33.3K	Hold	360	–	–	﹤0.01%	1969
2025 Q2	$31.9K	Hold	360	–	–	﹤0.01%	1840
2025 Q1	$27K	Hold	360	–	–	﹤0.01%	1890
2024 Q4	$33.6K	Hold	360	–	–	﹤0.01%	1841
2024 Q3	$32.9K	Hold	360	–	–	﹤0.01%	1930
2024 Q2	$35.3K	Sell	360 -600	-63%	-$62.2K	﹤0.01%	1811
2024 Q1	$104K	Buy	+960	New	+$91.4K	﹤0.01%	1382
2018 Q3	–	Sell	-860	Closed	-$64K	–	1295
2018 Q2	$64K	Hold	860	–	–	﹤0.01%	1118
2018 Q1	$55K	Hold	860	–	–	﹤0.01%	1135
2017 Q4	$56K	Buy	+860	New	+$52K	﹤0.01%	1156

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CIBC Private Wealth Group's IEO Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q4 2025 at 360 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

CIBC Private Wealth Group first reported a position in IEO in Q4 2017 and has held it in 11 quarters since. The position peaked at $104K in Q1 2024. 154 funds tracked by Wall St. Rank hold IEO as of Q4 2025.

CIBC Private Wealth Group held 360 shares of iShares US Oil & Gas Exploration & Production ETF worth $32.1K as of Q4 2025.
CIBC Private Wealth Group left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q4 2025.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1970 holding.
CIBC Private Wealth Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $104K in Q1 2024.
154 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.