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Regatta Research & Money Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Regatta Research & Money 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 		$559K Buy
+5,093
New +$591K 0.53% 43

Other funds holding IEO

BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
LPL Financial
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
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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Regatta Research & Money Management's IEO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 5,093 shares worth $559K. The stake represents 0.53% of the portfolio and ranks #43 among its holdings.

116 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Regatta Research & Money Management held 5,093 shares of iShares US Oil & Gas Exploration & Production ETF worth $559K as of Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.53% of Regatta Research & Money Management's portfolio in Q2 2026, its #43 holding.
  • 116 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.