Howe & Rusling’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Howe & Rusling’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	$25.3K	Hold	202	–	–	﹤0.01%	393
2025 Q4	$18.1K	Hold	202	–	–	﹤0.01%	409
2025 Q3	$18.7K	Hold	202	–	–	﹤0.01%	399
2025 Q2	$17.9K	Hold	202	–	–	﹤0.01%	395
2025 Q1	$19.1K	Hold	202	–	–	﹤0.01%	356
2024 Q4	$18.1K	Hold	202	–	–	﹤0.01%	346
2024 Q3	$18.5K	Hold	202	–	–	﹤0.01%	341
2024 Q2	$20.1K	Buy	202 +1	+0.5%	+$104	﹤0.01%	309
2024 Q1	$21.5K	Buy	201 +1	+0.5%	+$95	﹤0.01%	314
2023 Q4	$18.7K	Buy	200 +3	+2%	+$285	﹤0.01%	306
2023 Q3	$19.2K	Hold	197	–	–	﹤0.01%	281
2023 Q2	$16.7K	Buy	197 +1	+0.5%	+$84	﹤0.01%	287
2023 Q1	$16.8K	Buy	196 +2	+1%	+$179	﹤0.01%	269
2022 Q4	$18K	Buy	194 +5	+3%	+$485	﹤0.01%	270
2022 Q3	$16K	Hold	189	–	–	﹤0.01%	461
2022 Q2	$15K	Buy	189 +1	+0.5%	+$89	﹤0.01%	470
2022 Q1	$16K	Buy	188 +1	+0.5%	+$75	﹤0.01%	448
2021 Q4	$11K	Buy	187 +4	+2%	+$251	﹤0.01%	522
2021 Q3	$11K	Hold	183	–	–	﹤0.01%	497
2021 Q2	$10K	Buy	183 +2	+1%	+$106	﹤0.01%	494
2021 Q1	$9K	Hold	181	–	–	﹤0.01%	507
2020 Q4	$7K	Buy	181 +1	+0.6%	+$31	﹤0.01%	536
2020 Q3	$5K	Buy	180 +3	+2%	+$95	﹤0.01%	547
2020 Q2	$6K	Buy	177 +3	+2%	+$96	﹤0.01%	508
2020 Q1	$4K	Hold	174	–	–	﹤0.01%	533
2019 Q4	$10K	Buy	174 +2	+1%	+$104	﹤0.01%	471
2019 Q3	$9K	Hold	172	–	–	﹤0.01%	480
2019 Q2	$10K	Buy	172 +1	+0.6%	+$57	﹤0.01%	450
2019 Q1	$10K	Hold	171	–	–	﹤0.01%	451
2018 Q4	$9K	Sell	171 -48	-22%	-$3.04K	﹤0.01%	457
2018 Q3	$17K	Hold	219	–	–	﹤0.01%	415
2018 Q2	$16K	Hold	219	–	–	﹤0.01%	383
2018 Q1	$14K	Buy	219 +1	+0.5%	+$64	﹤0.01%	438
2017 Q4	$14K	Buy	218 +1	+0.5%	+$60	﹤0.01%	428
2017 Q3	$13K	Buy	217 +1	+0.5%	+$54	﹤0.01%	441
2017 Q2	$12K	Hold	216	–	–	﹤0.01%	444
2017 Q1	$13K	Hold	216	–	–	﹤0.01%	431
2016 Q4	$14K	Buy	216 +1	+0.5%	+$63	﹤0.01%	418
2016 Q3	$13K	Hold	215	–	–	﹤0.01%	448
2016 Q2	$12K	Buy	215 +1	+0.5%	+$56	﹤0.01%	446
2016 Q1	$11K	Buy	214 +1	+0.5%	+$48	﹤0.01%	506
2015 Q4	$11K	Buy	213 +2	+0.9%	+$120	﹤0.01%	478
2015 Q3	$12K	Buy	211 +1	+0.5%	+$62	﹤0.01%	466
2015 Q2	$15K	Sell	210 -204	-49%	-$15.3K	﹤0.01%	454
2015 Q1	$30K	Buy	414 +1	+0.2%	+$72	0.01%	339
2014 Q4	$29K	Buy	413 +2	+0.5%	+$153	0.01%	341
2014 Q3	$36K	Buy	+411	New	+$38.3K	0.01%	319

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Howe & Rusling's IEO Position: Q1 2026 in Review

Howe & Rusling held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q1 2026 at 202 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Howe & Rusling first reported a position in IEO in Q3 2014 and has held it in 47 quarters since. The position peaked at $36K in Q3 2014. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

Howe & Rusling held 202 shares of iShares US Oil & Gas Exploration & Production ETF worth $25.3K as of Q1 2026.
Howe & Rusling left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #393 holding.
Howe & Rusling first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2014 and has held it in 47 quarters since.
Howe & Rusling's iShares US Oil & Gas Exploration & Production ETF position peaked at $36K in Q3 2014.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.