Red Tortoise LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Red Tortoise LLC’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 Q1	$145K	Buy	1,157 +4	+0.3%	+$423	0.06%	103
2025 Q4	$103K	Buy	1,153 +7	+0.6%	+$638	0.04%	110
2025 Q3	$106K	Buy	1,146 +7	+0.6%	+$635	0.05%	106
2025 Q2	$101K	Buy	1,139 +6	+0.5%	+$515	0.05%	98
2025 Q1	$107K	Buy	1,133 +6	+0.5%	+$561	0.06%	93
2024 Q4	$101K	Buy	1,127 +6	+0.5%	+$565	0.05%	94
2024 Q3	$103K	Buy	1,121 +7	+0.6%	+$669	0.05%	98
2024 Q2	$111K	Buy	1,114 +5	+0.5%	+$519	0.06%	91
2024 Q1	$119K	Buy	+1,109	New	+$106K	0.07%	86

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BPCE

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

LPL Financial San Diego, California $445B AUM 25.58% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Red Tortoise LLC's IEO Position: Q1 2026 in Review

Red Tortoise LLC increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.35% in Q1 2026, buying an estimated $423 and bringing the position to 1,157 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #103.

Red Tortoise LLC first reported a position in IEO in Q1 2024 and has held it in 9 quarters since. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

Red Tortoise LLC held 1,157 shares of iShares US Oil & Gas Exploration & Production ETF worth $145K as of Q1 2026.
Red Tortoise LLC bought 4 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $423.
iShares US Oil & Gas Exploration & Production ETF made up 0.06% of Red Tortoise LLC's portfolio in Q1 2026, its #103 holding.
Red Tortoise LLC first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and has held it in 9 quarters since.
169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.