Roxbury Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Roxbury Financial’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 Q3	$13.6K	Buy	103 +1	+1%	+$129	0.01%	317
2026 Q2	$11.2K	Hold	102	–	–	0.01%	312
2026 Q1	$12.7K	Buy	102 +1	+1%	+$106	0.01%	290
2025 Q4	$9.05K	Hold	101	–	–	0.01%	300
2025 Q3	$9.32K	Buy	+101	New	+$9.16K	0.01%	291

Other funds holding IEO

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Roxbury Financial's IEO Position: Q3 2026 in Review

Roxbury Financial increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.98% in Q3 2026, buying an estimated $129 and bringing the position to 103 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #317.

Roxbury Financial first reported a position in IEO in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

Roxbury Financial held 103 shares of iShares US Oil & Gas Exploration & Production ETF worth $13.6K as of Q3 2026.
Roxbury Financial bought 1 iShares US Oil & Gas Exploration & Production ETF share in Q3 2026, an estimated $129.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #317 holding.
Roxbury Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.