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Cypress Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cypress Asset Management’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 		$294K Sell
3,293
-1,785
-35% -$163K 0.06% 97
2025
Q3 		$470K Sell
5,078
-110
-2% -$9.97K 0.11% 89
2025
Q2 		$460K Sell
5,188
-600
-10% -$51.5K 0.11% 88
2025
Q1 		$547K Sell
5,788
-1,008
-15% -$94.3K 0.15% 83
2024
Q4 		$624K Sell
6,796
-1,554
-19% -$146K 0.16% 79
2024
Q3 		$764K Sell
8,350
-256
-3% -$24.5K 0.19% 74
2024
Q2 		$873K Buy
8,606
+481
+6% +$49.9K 0.22% 71
2024
Q1 		$880K Sell
8,125
-11
-0.1% -$1.05K 0.24% 73
2023
Q4 		$758K Sell
8,136
-301
-4% -$28.6K 0.23% 78
2023
Q3 		$798K Sell
8,437
-216
-2% -$20.5K 0.27% 77
2023
Q2 		$735K Sell
8,653
-1,670
-16% -$140K 0.24% 82
2023
Q1 		$886K Sell
10,323
-370
-3% -$33.1K 0.31% 80
2022
Q4 		$993K Buy
10,693
+1,245
+13% +$121K 0.36% 76
2022
Q3 		$787K Buy
9,448
+100
+1% +$8.51K 0.3% 78
2022
Q2 		$728K Buy
9,348
+3,223
+53% +$286K 0.26% 85
2022
Q1 		$516K Buy
+6,125
New +$459K 0.15% 101
2019
Q3 		– Sell
-7,190
Closed -$403K – 142
2019
Q2 		$403K Sell
7,190
-19,350
-73% -$1.1M 0.14% 115
2019
Q1 		$1.54M Sell
26,540
-14,590
-35% -$839K 0.53% 66
2018
Q4 		$2.12M Sell
41,130
-26,695
-39% -$1.69M 0.79% 40
2018
Q3 		$5.15M Sell
67,825
-19,655
-22% -$1.46M 1.51% 17
2018
Q2 		$6.5M Sell
87,480
-11,475
-12% -$820K 1.92% 10
2018
Q1 		$6.29M Buy
+98,955
New +$6.35M 1.84% 10

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cypress Asset Management's IEO Position: Q4 2025 in Review

Cypress Asset Management reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 35% in Q4 2025, selling an estimated $163K and leaving 3,293 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #97.

Cypress Asset Management first reported a position in IEO in Q1 2018 and has held it in 22 quarters since. The position peaked at $6.5M in Q2 2018. 154 funds tracked by Wall St. Rank hold IEO as of Q4 2025.

  • Cypress Asset Management held 3,293 shares of iShares US Oil & Gas Exploration & Production ETF worth $294K as of Q4 2025.
  • Cypress Asset Management sold 1,785 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $163K.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.06% of Cypress Asset Management's portfolio in Q4 2025, its #97 holding.
  • Cypress Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2018 and has held it in 22 quarters since.
  • Cypress Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $6.5M in Q2 2018.
  • 154 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.