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

Larson 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	$17.4K	Hold	158	–	–	﹤0.01%	2082
2026 Q1	$19.7K	Buy	158 +1	+0.6%	+$106	﹤0.01%	1856
2025 Q4	$14K	Buy	157 +1	+0.6%	+$91	﹤0.01%	1926
2025 Q3	$14.4K	Buy	156 +1	+0.6%	+$91	﹤0.01%	1821
2025 Q2	$13.7K	Buy	155 +1	+0.6%	+$86	﹤0.01%	1665
2025 Q1	$14.6K	Buy	154 +1	+0.7%	+$94	﹤0.01%	1483
2024 Q4	$13.7K	Hold	153	–	–	﹤0.01%	1370
2024 Q3	$14K	Buy	+153	New	+$14.6K	﹤0.01%	1350
2023 Q4	–	Sell	-224	Closed	-$21.8K	–	1856
2023 Q3	$21.8K	Hold	224	–	–	﹤0.01%	792
2023 Q2	$19K	Buy	+224	New	+$18.8K	﹤0.01%	748
2019 Q4	–	Sell	-35	Closed	-$2K	–	614
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	434
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	385
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	377
2018 Q4	$2K	Buy	+35	New	+$2.22K	﹤0.01%	357

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

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

Larson Financial Group held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 158 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Larson Financial Group first reported a position in IEO in Q4 2018 and has held it in 14 quarters since. The position peaked at $21.8K in Q3 2023. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Larson Financial Group held 158 shares of iShares US Oil & Gas Exploration & Production ETF worth $17.4K as of Q2 2026.
Larson Financial Group left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2082 holding.
Larson Financial Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2018 and has held it in 14 quarters since.
Larson Financial Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $21.8K in Q3 2023.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

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