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Independent Financial Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Independent Financial Group’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 		$549K Buy
5,000
+97
+2% +$11.3K 0.01% 956
2026
Q1 		$612K Sell
4,903
-446
-8% -$47.2K 0.01% 823
2025
Q4 		$477K Sell
5,349
-48
-0.9% -$4.37K 0.01% 926
2025
Q3 		$500K Sell
5,397
-486
-8% -$44.1K 0.01% 856
2025
Q2 		$521K Buy
5,883
+105
+2% +$9K 0.01% 765
2025
Q1 		$547K Buy
5,778
+629
+12% +$58.8K 0.02% 677
2024
Q4 		$461K Buy
5,149
+1,141
+28% +$107K 0.02% 723
2024
Q3 		$367K Sell
4,008
-2,778
-41% -$265K 0.01% 786
2024
Q2 		$675K Sell
6,786
-487
-7% -$50.5K 0.03% 507
2024
Q1 		$778K Sell
7,273
-470
-6% -$44.8K 0.04% 448
2023
Q4 		$722K Sell
7,743
-342
-4% -$32.5K 0.04% 454
2023
Q3 		$789K Sell
8,085
-2,873
-26% -$273K 0.05% 378
2023
Q2 		$931K Buy
10,958
+1,769
+19% +$148K 0.06% 323
2023
Q1 		$789K Buy
9,189
+107
+1% +$9.58K 0.06% 342
2022
Q4 		$843K Buy
9,082
+4,458
+96% +$432K 0.07% 282
2022
Q3 		$385K Buy
4,624
+2,017
+77% +$172K 0.03% 467
2022
Q2 		$203K Sell
2,607
-597
-19% -$52.9K 0.02% 638
2022
Q1 		$270K Buy
+3,204
New +$240K 0.02% 636

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

Independent Financial Group's IEO Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 2% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,000 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #956.

Independent Financial Group first reported a position in IEO in Q1 2022 and has held it in 18 quarters since. The position peaked at $931K in Q2 2023. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Independent Financial Group held 5,000 shares of iShares US Oil & Gas Exploration & Production ETF worth $549K as of Q2 2026.
  • Independent Financial Group bought 97 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $11.3K.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #956 holding.
  • Independent Financial Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $931K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.