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Horizon Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Horizon Wealth 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
2026
Q1 		$3.98M Buy
+31,855
New +$3.37M 0.58% 36

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Horizon Wealth Management's IEO Position: Q1 2026 in Review

Horizon Wealth Management opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2026: 31,855 shares worth $3.98M. The stake represents 0.58% of the portfolio and ranks #36 among its holdings.

168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Horizon Wealth Management held 31,855 shares of iShares US Oil & Gas Exploration & Production ETF worth $3.98M as of Q1 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new Horizon Wealth Management position in Q1 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.58% of Horizon Wealth Management's portfolio in Q1 2026, its #36 holding.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.