HI
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Harbour Investments’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Harbour 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 		$187K Buy
1,706
+1
+0.1% +$116 ﹤0.01% 1640
2026
Q1 		$213K Buy
1,705
+1,529
+869% +$162K ﹤0.01% 1501
2025
Q4 		$15.7K Hold
176
– – ﹤0.01% 2532
2025
Q3 		$16.3K Sell
176
-549
-76% -$49.8K ﹤0.01% 2455
2025
Q2 		$64.3K Sell
725
-100
-12% -$8.57K ﹤0.01% 1697
2025
Q1 		$78K Hold
825
– – ﹤0.01% 1561
2024
Q4 		$73.9K Sell
825
-261
-24% -$24.6K ﹤0.01% 1522
2024
Q3 		$99.3K Buy
1,086
+127
+13% +$12.1K ﹤0.01% 1321
2024
Q2 		$95.5K Sell
959
-23
-2% -$2.38K ﹤0.01% 1270
2024
Q1 		$105K Buy
982
+76
+8% +$7.24K ﹤0.01% 1191
2023
Q4 		$84.4K Buy
906
+3
+0.3% +$285 ﹤0.01% 1201
2023
Q3 		$88.1K Buy
903
+100
+12% +$9.49K ﹤0.01% 1098
2023
Q2 		$68.2K Hold
803
– – ﹤0.01% 1223
2023
Q1 		$68.9K Buy
803
+687
+592% +$61.5K ﹤0.01% 1213
2022
Q4 		$10.8K Buy
116
+10
+9% +$970 ﹤0.01% 1928
2022
Q3 		$8K Hold
106
– – ﹤0.01% 2020
2022
Q2 		$8K Buy
+106
New +$9.39K ﹤0.01% 2020
2021
Q4 		$1K Sell
23
-52
-69% -$3.26K ﹤0.01% 2515
2021
Q3 		$4K Hold
75
– – ﹤0.01% 3074
2021
Q2 		$4K Hold
75
– – ﹤0.01% 3140
2021
Q1 		$4K Buy
+75
New +$3.38K ﹤0.01% 2981

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbour Investments's IEO Position: Q2 2026 in Review

Harbour Investments increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.06% in Q2 2026, buying an estimated $116 and bringing the position to 1,706 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Harbour Investments first reported a position in IEO in Q1 2021 and has held it in 21 quarters since. The position peaked at $213K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Harbour Investments held 1,706 shares of iShares US Oil & Gas Exploration & Production ETF worth $187K as of Q2 2026.
  • Harbour Investments bought 1 iShares US Oil & Gas Exploration & Production ETF share in Q2 2026, an estimated $116.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1640 holding.
  • Harbour Investments first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares US Oil & Gas Exploration & Production ETF position peaked at $213K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.