Investors Research Corp’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Investors Research Corp’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	$4.4M	Buy	40,047 +3,156	+9%	+$366K	0.79%	32
2026 Q1	$4.61M	Buy	36,891 +3,887	+12%	+$411K	0.88%	28
2025 Q4	$2.95M	Buy	33,004 +3,872	+13%	+$353K	0.54%	33
2025 Q3	$2.7M	Buy	29,132 +3,409	+13%	+$309K	0.5%	34
2025 Q2	$2.28M	Buy	25,723 +4,913	+24%	+$421K	0.45%	38
2025 Q1	$1.97M	Buy	20,810 +5,681	+38%	+$531K	0.43%	42
2024 Q4	$1.36M	Buy	15,129 +4,380	+41%	+$412K	0.3%	65
2024 Q3	$983K	Buy	10,749 +3,702	+53%	+$354K	0.21%	105
2024 Q2	$701K	Buy	7,047 +2,767	+65%	+$287K	0.16%	158
2024 Q1	$458K	Buy	4,280 +2,137	+100%	+$204K	0.11%	220
2023 Q4	$200K	Buy	2,143 +1,544	+258%	+$147K	0.05%	334
2023 Q3	$58.4K	Buy	599 +584	+3,893%	+$55.4K	0.02%	489
2023 Q2	$1.27K	Hold	15	–	–	﹤0.01%	994
2023 Q1	$1.29K	Hold	15	–	–	﹤0.01%	1019
2022 Q4	$1.39K	Hold	15	–	–	﹤0.01%	1019
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1031
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1027
2022 Q1	$1K	Buy	+15	New	+$1.12K	﹤0.01%	973

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

Investors Research Corp's IEO Position: Q2 2026 in Review

Investors Research Corp increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 8.6% in Q2 2026, buying an estimated $366K and bringing the position to 40,047 shares worth $4.4M. The position accounts for 0.79% of the portfolio, ranked #32.

Investors Research Corp first reported a position in IEO in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.61M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Investors Research Corp held 40,047 shares of iShares US Oil & Gas Exploration & Production ETF worth $4.4M as of Q2 2026.
Investors Research Corp bought 3,156 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $366K.
iShares US Oil & Gas Exploration & Production ETF made up 0.79% of Investors Research Corp's portfolio in Q2 2026, its #32 holding.
Investors Research Corp first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 18 quarters since.
Investors Research Corp's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.61M in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.