Koshinski Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Koshinski Asset 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	$243K	Sell	2,209 -160	-7%	-$18.6K	0.01%	685
2026 Q1	$296K	Buy	+2,369	New	+$251K	0.02%	583
2025 Q4	–	Sell	-2,199	Closed	-$204K	–	735
2025 Q3	$204K	Buy	+2,199	New	+$199K	0.01%	690
2024 Q3	–	Sell	-2,075	Closed	-$202K	–	644
2024 Q2	$202K	Buy	+2,075	New	+$215K	0.02%	576
2023 Q4	–	Sell	-2,317	Closed	-$226K	–	564
2023 Q3	$226K	Sell	2,317 -99	-4%	-$9.4K	0.03%	493
2023 Q2	$205K	Sell	2,416 -197	-8%	-$16.5K	0.02%	561
2023 Q1	$224K	Sell	2,613 -530	-17%	-$47.5K	0.02%	507
2022 Q4	$292K	Buy	+3,143	New	+$305K	0.03%	463
2022 Q2	–	Sell	-2,056	Closed	-$173K	–	1241
2022 Q1	$173K	Buy	2,056 +125	+6%	+$9.36K	0.01%	636
2021 Q4	$118K	Buy	1,931 +1,742	+922%	+$109K	0.01%	790
2021 Q3	$11K	Buy	+189	New	+$9.86K	﹤0.01%	1635

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

Koshinski Asset Management's IEO Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 6.8% in Q2 2026, selling an estimated $18.6K and leaving 2,209 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #685.

Koshinski Asset Management first reported a position in IEO in Q3 2021 and has held it in 11 quarters since. The position peaked at $296K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Koshinski Asset Management held 2,209 shares of iShares US Oil & Gas Exploration & Production ETF worth $243K as of Q2 2026.
Koshinski Asset Management sold 160 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $18.6K.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #685 holding.
Koshinski Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2021 and has held it in 11 quarters since.
Koshinski Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $296K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.