MinichMacGregor Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

MinichMacGregor Wealth 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 Q3	$12.7M	Buy	+96,535	New	+$12.4M	2.05%	18
2024 Q2	–	Sell	-62,273	Closed	-$6.72M	–	111
2024 Q1	$6.72M	Buy	+62,273	New	+$5.93M	1.71%	28
2023 Q1	–	Sell	-26,594	Closed	-$2.47M	–	335
2022 Q4	$2.47M	Sell	26,594 -1,014	-4%	-$98.3K	0.89%	23
2022 Q3	$2.3M	Sell	27,608 -673	-2%	-$57.3K	0.92%	25
2022 Q2	$2.2M	Sell	28,281 -845	-3%	-$74.9K	0.91%	27
2022 Q1	$2.46M	Buy	+29,126	New	+$2.18M	0.78%	31
2021 Q4	–	Sell	-149,888	Closed	-$8.71M	–	92
2021 Q3	$8.71M	Buy	+149,888	New	+$7.82M	2.93%	15

Other funds holding IEO

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MinichMacGregor Wealth Management's IEO Position: Q3 2026 in Review

MinichMacGregor Wealth Management opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2026: 96,535 shares worth $12.7M. The stake represents 2.05% of the portfolio and ranks #18 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in IEO as recently as Q1 2024.

MinichMacGregor Wealth Management first reported a position in IEO in Q3 2021 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

MinichMacGregor Wealth Management held 96,535 shares of iShares US Oil & Gas Exploration & Production ETF worth $12.7M as of Q3 2026.
iShares US Oil & Gas Exploration & Production ETF was a new MinichMacGregor Wealth Management position in Q3 2026.
iShares US Oil & Gas Exploration & Production ETF made up 2.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #18 holding.
MinichMacGregor Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2021 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.