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

Enclave 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	$1.35M	Hold	10,190	–	–	0.17%	62
2026 Q2	$1.12M	Sell	10,190 -1	-0%	-$116	0.14%	69
2026 Q1	$1.27M	Hold	10,191	–	–	0.17%	68
2025 Q4	$910K	Hold	10,191	–	–	0.13%	75
2025 Q3	$944K	Hold	10,191	–	–	0.14%	62
2025 Q2	$903K	Hold	10,191	–	–	0.15%	62
2025 Q1	$964K	Hold	10,191	–	–	0.16%	60
2024 Q4	$913K	Hold	10,191	–	–	0.15%	62
2024 Q3	$932K	Buy	+10,191	New	+$974K	0.16%	59

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Enclave Advisors's IEO Position: Q3 2026 in Review

Enclave Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2026 at 10,190 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #62.

Enclave Advisors first reported a position in IEO in Q3 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

Enclave Advisors held 10,190 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.35M as of Q3 2026.
Enclave 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 0.17% of Enclave Advisors's portfolio in Q3 2026, its #62 holding.
Enclave Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Enclave Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.