PCG Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

PCG Wealth Advisors’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	$938K	Buy	8,536 +353	+4%	+$41K	0.21%	96
2026 Q1	$1.02M	Sell	8,183 -930	-10%	-$98.4K	0.26%	88
2025 Q4	$813K	Sell	9,113 -1,231	-12%	-$112K	0.23%	90
2025 Q3	$958K	Sell	10,344 -205	-2%	-$18.6K	0.28%	80
2025 Q2	$935K	Sell	10,549 -11,527	-52%	-$988K	0.48%	48
2025 Q1	$2.09M	Buy	22,076 +5,577	+34%	+$521K	0.73%	45
2024 Q4	$1.48M	Buy	16,499 +2,529	+18%	+$238K	0.55%	57
2024 Q3	$1.28M	Sell	13,970 -339	-2%	-$32.4K	0.49%	60
2024 Q2	$1.42M	Sell	14,309 -519	-4%	-$53.8K	0.62%	48
2024 Q1	$1.59M	Sell	14,828 -434	-3%	-$41.3K	0.75%	44
2023 Q4	$1.42M	Sell	15,262 -495	-3%	-$47K	0.79%	40
2023 Q3	$1.54M	Buy	+15,757	New	+$1.5M	1.01%	27

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

PCG Wealth Advisors's IEO Position: Q2 2026 in Review

PCG Wealth Advisors increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 4.3% in Q2 2026, buying an estimated $41K and bringing the position to 8,536 shares worth $938K. The position accounts for 0.21% of the portfolio, ranked #96.

PCG Wealth Advisors first reported a position in IEO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q1 2025. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

PCG Wealth Advisors held 8,536 shares of iShares US Oil & Gas Exploration & Production ETF worth $938K as of Q2 2026.
PCG Wealth Advisors bought 353 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $41K.
iShares US Oil & Gas Exploration & Production ETF made up 0.21% of PCG Wealth Advisors's portfolio in Q2 2026, its #96 holding.
PCG Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 12 quarters since.
PCG Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.09M in Q1 2025.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.