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 Q2	$713K	Sell	6,491 -886	-12%	-$103K	0.01%	260
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 $1.89T 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 New York $138B AUM 41.87% 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

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

RiverFront Investment Group's IEO Position: Q2 2026 in Review

RiverFront Investment Group reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 12% in Q2 2026, selling an estimated $103K and leaving 6,491 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #260.

RiverFront Investment Group first reported a position in IEO in Q3 2022 and has held it in 6 quarters since. The position peaked at $921K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

RiverFront Investment Group held 6,491 shares of iShares US Oil & Gas Exploration & Production ETF worth $713K as of Q2 2026.
RiverFront Investment Group sold 886 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $103K.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #260 holding.
RiverFront Investment Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and has held it in 6 quarters since.
RiverFront Investment Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $921K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.