RMG Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

RMG Wealth 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
2026 Q2	$38.7K	Hold	300	–	–	﹤0.01%	189
2026 Q1	$34.9K	Buy	+300	New	+$31.7K	﹤0.01%	189
2025 Q4	–	Sell	-300	Closed	-$26.4K	–	445
2025 Q3	$26.4K	Hold	300	–	–	﹤0.01%	177
2025 Q2	$27.2K	Buy	+300	New	+$25.7K	﹤0.01%	176

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

RMG Wealth Management's IEO Position: Q2 2026 in Review

RMG Wealth Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 300 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

RMG Wealth Management first reported a position in IEO in Q2 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

RMG Wealth Management held 300 shares of iShares US Oil & Gas Exploration & Production ETF worth $38.7K as of Q2 2026.
RMG Wealth Management 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 RMG Wealth Management's portfolio in Q2 2026, its #189 holding.
RMG Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.