Riggs Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Riggs Asset 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
2025 Q2	–	Sell	-3	Closed	-$284	–	936
2025 Q1	$284	Hold	3	–	–	﹤0.01%	612
2024 Q4	$266	Sell	3 -149	-98%	-$14K	﹤0.01%	622
2024 Q3	$13.9K	Hold	152	–	–	﹤0.01%	238
2024 Q2	$15.1K	Sell	152 -2,954	-95%	-$306K	﹤0.01%	222
2024 Q1	$332K	Buy	3,106 +2,909	+1,477%	+$277K	0.1%	76
2023 Q4	$18.4K	Sell	197 -147	-43%	-$13.9K	0.01%	190
2023 Q3	$33.6K	Sell	344 -1,556	-82%	-$148K	0.01%	159
2023 Q2	$161K	Sell	1,900 -20,912	-92%	-$1.76M	0.06%	98
2023 Q1	$1.96M	Sell	22,812 -47,753	-68%	-$4.28M	0.76%	48
2022 Q4	$6.55M	Buy	70,565 +66,105	+1,482%	+$6.41M	2.7%	7
2022 Q3	$371K	Buy	+4,460	New	+$380K	0.15%	73
2021 Q3	–	Sell	-4,725	Closed	-$271K	–	320
2021 Q2	$271K	Buy	+4,725	New	+$250K	0.08%	85

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Riggs Asset Management's IEO Position: Q2 2025 in Review

Riggs Asset Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 3 shares — an estimated $284 sold.

Riggs Asset Management first reported a position in IEO in Q2 2021 and held it in 12 quarters. The position peaked at $6.55M in Q4 2022. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Riggs Asset Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Riggs Asset Management sold 3 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $284.
Riggs Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 12 quarters.
Riggs Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $6.55M in Q4 2022.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.