Independent Family Office’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Independent Family Office’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	$1.4M	Hold	12,754	–	–	0.56%	31
2026 Q1	$1.59M	Hold	12,754	–	–	0.66%	26
2025 Q4	$1.14M	Hold	12,754	–	–	0.48%	36
2025 Q3	$1.18M	Sell	12,754 -543	-4%	-$49.2K	0.5%	33
2025 Q2	$1.18M	Buy	13,297 +2,560	+24%	+$220K	0.55%	33
2025 Q1	$1.02M	Sell	10,737 -6,319	-37%	-$591K	0.53%	35
2024 Q4	$1.53M	Hold	17,056	–	–	0.79%	23
2024 Q3	$1.56M	Buy	17,056 +4,775	+39%	+$456K	0.78%	23
2024 Q2	$1.22M	Sell	12,281 -5,058	-29%	-$525K	0.7%	25
2024 Q1	$1.85M	Sell	17,339 -560	-3%	-$53.3K	1%	22
2023 Q4	$1.67M	Buy	17,899 +997	+6%	+$94.6K	0.94%	23
2023 Q3	$1.65M	Hold	16,902	–	–	1.03%	21
2023 Q2	$1.44M	Buy	16,902 +2,594	+18%	+$218K	0.87%	27
2023 Q1	$1.23M	Hold	14,308	–	–	0.71%	30
2022 Q4	$1.33M	Hold	14,308	–	–	0.8%	28
2022 Q3	$1.19M	Hold	14,308	–	–	0.59%	28
2022 Q2	$1.11M	Sell	14,308 -284	-2%	-$25.2K	0.55%	26
2022 Q1	$1.23M	Sell	14,592 -402	-3%	-$30.1K	0.4%	25
2021 Q4	$918K	Buy	14,994 +2,142	+17%	+$134K	0.35%	30
2021 Q3	$747K	Sell	12,852 -2,142	-14%	-$112K	0.31%	25
2021 Q2	$859K	Hold	14,994	–	–	0.34%	25
2021 Q1	$730K	Sell	14,994 -6	-0%	-$271	0.29%	29
2020 Q4	$538K	Buy	+15,000	New	+$469K	0.22%	36

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

Independent Family Office's IEO Position: Q2 2026 in Review

Independent Family Office held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 12,754 shares worth $1.4M. The position accounts for 0.56% of the portfolio, ranked #31.

Independent Family Office first reported a position in IEO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.85M in Q1 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Independent Family Office held 12,754 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.4M as of Q2 2026.
Independent Family Office left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up 0.56% of Independent Family Office's portfolio in Q2 2026, its #31 holding.
Independent Family Office first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2020 and has held it in 23 quarters since.
Independent Family Office's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.85M in Q1 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.