Commonwealth Retirement Investments’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Commonwealth Retirement Investments’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	$26.1K	Buy	+238	New	+$27.6K	0.01%	224
2026 Q1	–	Sell	-254	Closed	-$22.7K	–	260
2025 Q4	$22.7K	Buy	+254	New	+$23.1K	0.01%	237

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

Commonwealth Retirement Investments's IEO Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 238 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IEO as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IEO in Q4 2025 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Commonwealth Retirement Investments held 238 shares of iShares US Oil & Gas Exploration & Production ETF worth $26.1K as of Q2 2026.
iShares US Oil & Gas Exploration & Production ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #224 holding.
Commonwealth Retirement Investments first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2025 and has held it in 2 quarters since.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.