Sound Income Strategies’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sound Income Strategies’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	-1	Closed	-$121	–	1367
2026 Q1	$121	Hold	1	–	–	﹤0.01%	2500
2025 Q4	$92	Hold	1	–	–	﹤0.01%	2457
2025 Q3	$91	Hold	1	–	–	﹤0.01%	1623
2025 Q2	$89	Buy	+1	New	+$86	﹤0.01%	1546

Other funds holding IEO

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Sound Income Strategies's IEO Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 1 share — an estimated $121 sold.

Sound Income Strategies first reported a position in IEO in Q2 2025 and held it in 4 quarters. The position peaked at $121 in Q1 2026. 57 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Sound Income Strategies reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1 iShares US Oil & Gas Exploration & Production ETF share in Q2 2026, an estimated $121.
Sound Income Strategies first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2025 and held it in 4 quarters.
Sound Income Strategies's iShares US Oil & Gas Exploration & Production ETF position peaked at $121 in Q1 2026.
57 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.