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

Spire 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 		$11.4K Sell
104
-23
-18% -$2.67K ﹤0.01% 1605
2026
Q1 		$15.8K Buy
127
+1
+0.8% +$106 ﹤0.01% 1490
2025
Q4 		$11.3K Buy
126
+1
+0.8% +$91 ﹤0.01% 1669
2025
Q3 		$11.6K Hold
125
– – ﹤0.01% 1697
2025
Q2 		$11.1K Sell
125
-2
-2% -$172 ﹤0.01% 1690
2025
Q1 		$12K Hold
127
– – ﹤0.01% 1779
2024
Q4 		$11.3K Sell
127
-108
-46% -$10.2K ﹤0.01% 1804
2024
Q3 		$21.5K Hold
235
– – ﹤0.01% 1419
2024
Q2 		$23.4K Hold
235
– – ﹤0.01% 1388
2024
Q1 		$25.1K Hold
235
– – ﹤0.01% 1436
2023
Q4 		$20.7K Sell
235
-524
-69% -$49.7K ﹤0.01% 1529
2023
Q3 		$74K Hold
759
– – ﹤0.01% 1038
2023
Q2 		$64.4K Sell
759
-11
-1% -$923 ﹤0.01% 1104
2023
Q1 		$66.1K Buy
770
+5
+0.7% +$448 ﹤0.01% 1089
2022
Q4 		$71K Buy
765
+6
+0.8% +$582 ﹤0.01% 857
2022
Q3 		$63K Buy
759
+48
+7% +$4.09K ﹤0.01% 867
2022
Q2 		$55K Buy
711
+4
+0.6% +$354 ﹤0.01% 1253
2022
Q1 		$60K Buy
707
+3
+0.4% +$225 ﹤0.01% 1379
2021
Q4 		$43K Sell
704
-461
-40% -$28.9K ﹤0.01% 1801
2021
Q3 		$68K Sell
1,165
-359
-24% -$18.7K ﹤0.01% 1349
2021
Q2 		$87K Sell
1,524
-96
-6% -$5.08K ﹤0.01% 1234
2021
Q1 		$79K Buy
+1,620
New +$73.1K ﹤0.01% 1497

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 18% in Q2 2026, selling an estimated $2.67K and leaving 104 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Spire Wealth Management first reported a position in IEO in Q1 2021 and has held it in 22 quarters since. The position peaked at $87K in Q2 2021. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Spire Wealth Management held 104 shares of iShares US Oil & Gas Exploration & Production ETF worth $11.4K as of Q2 2026.
  • Spire Wealth Management sold 23 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $2.67K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1605 holding.
  • Spire Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $87K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.