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Running Point Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Running Point Capital Advisors’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
Q4 		$1.47K Hold
16
– – ﹤0.01% 183
2025
Q3 		$1.51K Hold
16
– – ﹤0.01% 188
2025
Q2 		$1.43K Hold
16
– – ﹤0.01% 179
2025
Q1 		$1.52K Buy
+16
New +$1.5K ﹤0.01% 174

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Running Point Capital Advisors's IEO Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q4 2025 at 16 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Running Point Capital Advisors first reported a position in IEO in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.52K in Q1 2025. 154 funds tracked by Wall St. Rank hold IEO as of Q4 2025.

  • Running Point Capital Advisors held 16 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.47K as of Q4 2025.
  • Running Point Capital Advisors left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q4 2025.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #183 holding.
  • Running Point Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2025 and has held it in 4 quarters since.
  • Running Point Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.52K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.