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PFG Investments’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

PFG Investments’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 		$2.09M Buy
+19,021
New +$2.21M 0.08% 213
2023
Q2 		– Sell
-5,713
Closed -$490K – 522
2023
Q1 		$490K Buy
+5,713
New +$512K 0.1% 239

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG Investments's IEO Position: Q2 2026 in Review

PFG Investments opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 19,021 shares worth $2.09M. The stake represents 0.08% of the portfolio and ranks #213 among its holdings. This is a return to the name: PFG Investments previously reported a position in IEO as recently as Q1 2023.

PFG Investments first reported a position in IEO in Q1 2023 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • PFG Investments held 19,021 shares of iShares US Oil & Gas Exploration & Production ETF worth $2.09M as of Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new PFG Investments position in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.08% of PFG Investments's portfolio in Q2 2026, its #213 holding.
  • PFG Investments first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2023 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.