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

Smith Partners 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	–	Sell	-3,000	Closed	-$375K	–	78
2026 Q1	$375K	Hold	3,000	–	–	0.34%	47
2025 Q4	$268K	Buy	+3,000	New	+$273K	0.25%	58

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

Smith Partners Wealth Management's IEO Position: Q2 2026 in Review

Smith Partners Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 3,000 shares — an estimated $375K sold.

Smith Partners Wealth Management first reported a position in IEO in Q4 2025 and held it in 2 quarters. The position peaked at $375K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Smith Partners Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Smith Partners Wealth Management sold 3,000 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $375K.
Smith Partners Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2025 and held it in 2 quarters.
Smith Partners Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $375K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.