RiverFront Investment Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

RiverFront Investment Group’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	$921K	Sell	7,377 -319	-4%	-$33.7K	0.01%	206
2025 Q4	$687K	Buy	7,696 +2,304	+43%	+$210K	0.01%	205
2025 Q3	$499K	Sell	5,392 -1,674	-24%	-$152K	0.01%	212
2025 Q2	$626K	Buy	+7,066	New	+$606K	0.01%	186
2022 Q4	–	Sell	-2,430	Closed	-$202K	–	105
2022 Q3	$202K	Buy	+2,430	New	+$207K	0.01%	88

Other funds holding IEO

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

RiverFront Investment Group's IEO Position: Q1 2026 in Review

RiverFront Investment Group reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 4.1% in Q1 2026, selling an estimated $33.7K and leaving 7,377 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #206.

RiverFront Investment Group first reported a position in IEO in Q3 2022 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

RiverFront Investment Group held 7,377 shares of iShares US Oil & Gas Exploration & Production ETF worth $921K as of Q1 2026.
RiverFront Investment Group sold 319 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $33.7K.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #206 holding.
RiverFront Investment Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and has held it in 5 quarters since.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.