Hilton Head Capital Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Hilton Head Capital Partners’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	$22K	Hold	200	–	–	0.01%	456
2026 Q1	$25K	Hold	200	–	–	0.01%	433
2025 Q4	$17.9K	Buy	+200	New	+$18.2K	0.01%	491

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

Hilton Head Capital Partners's IEO Position: Q2 2026 in Review

Hilton Head Capital Partners held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 200 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #456.

Hilton Head Capital Partners first reported a position in IEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $25K in Q1 2026. 161 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Hilton Head Capital Partners held 200 shares of iShares US Oil & Gas Exploration & Production ETF worth $22K as of Q2 2026.
Hilton Head Capital Partners left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #456 holding.
Hilton Head Capital Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
Hilton Head Capital Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $25K in Q1 2026.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.