Jones Financial Companies’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Jones Financial Companies’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	$1.31M	Buy	11,898 +2,675	+29%	+$311K	﹤0.01%	1758
2026 Q1	$1.19M	Buy	9,223 +2,479	+37%	+$262K	﹤0.01%	1647
2025 Q4	$602K	Sell	6,744 -684	-9%	-$62.3K	﹤0.01%	1434
2025 Q3	$711K	Sell	7,428 -1,703	-19%	-$154K	﹤0.01%	1249
2025 Q2	$815K	Buy	9,131 +214	+2%	+$18.4K	﹤0.01%	1086
2025 Q1	$831K	Buy	8,917 +2,253	+34%	+$211K	﹤0.01%	933
2024 Q4	$597K	Buy	6,664 +3,711	+126%	+$349K	﹤0.01%	930
2024 Q3	$269K	Sell	2,953 -53	-2%	-$5.06K	﹤0.01%	1042
2024 Q2	$299K	Buy	+3,006	New	+$312K	﹤0.01%	703

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

Jones Financial Companies's IEO Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 29% in Q2 2026, buying an estimated $311K and bringing the position to 11,898 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Jones Financial Companies first reported a position in IEO in Q2 2024 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Jones Financial Companies held 11,898 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.31M as of Q2 2026.
Jones Financial Companies bought 2,675 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $311K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1758 holding.
Jones Financial Companies first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.