Spire Wealth Management
IEO icon

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
Q3 		$13.8K Buy
105
+1
+1% +$129 ﹤0.01% 1513
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

Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Wealth Management Partners
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Spire Wealth Management's IEO Position: Q3 2026 in Review

Spire Wealth Management increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.96% in Q3 2026, buying an estimated $129 and bringing the position to 105 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Spire Wealth Management first reported a position in IEO in Q1 2021 and has held it in 23 quarters since. The position peaked at $87K in Q2 2021. 59 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Spire Wealth Management held 105 shares of iShares US Oil & Gas Exploration & Production ETF worth $13.8K as of Q3 2026.
  • Spire Wealth Management 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 Spire Wealth Management's portfolio in Q3 2026, its #1513 holding.
  • Spire Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $87K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.