Stegent Equity Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Stegent Equity 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
2026 Q3	$1.05M	Sell	7,942 -8	-0.1%	-$1.03K	0.83%	39
2026 Q2	$873K	Sell	7,950 -54	-0.7%	-$6.27K	0.63%	47
2026 Q1	$1000K	Sell	8,004 -17,687	-69%	-$1.87M	0.85%	39
2025 Q4	$2.29M	Sell	25,691 -10,551	-29%	-$961K	1.79%	13
2025 Q3	$3.36M	Sell	36,242 -633	-2%	-$57.4K	2.73%	8
2025 Q2	$3.27M	Buy	36,875 +6,525	+21%	+$560K	2.89%	8
2025 Q1	$2.87M	Buy	30,350 +4,284	+16%	+$401K	2.91%	8
2024 Q4	$2.34M	Buy	26,066 +5,997	+30%	+$564K	2.37%	12
2024 Q3	$1.84M	Sell	20,069 -1,758	-8%	-$168K	2.03%	14
2024 Q2	$2.17M	Buy	+21,827	New	+$2.26M	2.26%	14

Other funds holding IEO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stegent Equity Advisors's IEO Position: Q3 2026 in Review

Stegent Equity Advisors reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.1% in Q3 2026, selling an estimated $1.03K and leaving 7,942 shares worth $1.05M. The position accounts for 0.83% of the portfolio, ranked #39.

Stegent Equity Advisors first reported a position in IEO in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.36M in Q3 2025. 156 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

Stegent Equity Advisors held 7,942 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.05M as of Q3 2026.
Stegent Equity Advisors sold 8 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $1.03K.
iShares US Oil & Gas Exploration & Production ETF made up 0.83% of Stegent Equity Advisors's portfolio in Q3 2026, its #39 holding.
Stegent Equity Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 10 quarters since.
Stegent Equity Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.36M in Q3 2025.
156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.