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

Physician 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	$7.8K	Hold	71	–	–	﹤0.01%	944
2026 Q1	$8.87K	Hold	71	–	–	﹤0.01%	832
2025 Q4	$6.34K	Hold	71	–	–	﹤0.01%	898
2025 Q3	$6.58K	Hold	71	–	–	﹤0.01%	861
2025 Q2	$6.29K	Hold	71	–	–	﹤0.01%	748
2025 Q1	$6.72K	Hold	71	–	–	﹤0.01%	687
2024 Q4	$6.36K	Buy	+71	New	+$6.68K	﹤0.01%	696

Other funds holding IEO

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Physician Wealth Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 71 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Physician Wealth Advisors first reported a position in IEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.87K in Q1 2026. 66 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Physician Wealth Advisors held 71 shares of iShares US Oil & Gas Exploration & Production ETF worth $7.8K as of Q2 2026.
Physician Wealth Advisors 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 Physician Wealth Advisors's portfolio in Q2 2026, its #944 holding.
Physician Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $8.87K in Q1 2026.
66 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.