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

Institute for 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 Q2	$7.36K	Buy	+67	New	+$7.78K	﹤0.01%	1389
2020 Q1	–	Sell	-67	Closed	-$4K	–	510
2019 Q4	$4K	Buy	+67	New	+$3.47K	﹤0.01%	647

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

Institute for Wealth Management's IEO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 67 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IEO as recently as Q4 2019.

Institute for Wealth Management first reported a position in IEO in Q4 2019 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Institute for Wealth Management held 67 shares of iShares US Oil & Gas Exploration & Production ETF worth $7.36K as of Q2 2026.
iShares US Oil & Gas Exploration & Production ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1389 holding.
Institute for Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2019 and has held it in 2 quarters since.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.