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 Q2	$873K	Sell	7,950 -54	-0.7%	-$6.27K	0.63%	47
2026 Q1	$1,000K	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 $1.89T 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

Stegent Equity Advisors's IEO Position: Q2 2026 in Review

Stegent Equity Advisors reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.67% in Q2 2026, selling an estimated $6.27K and leaving 7,950 shares worth $873K. The position accounts for 0.63% of the portfolio, ranked #47.

Stegent Equity Advisors first reported a position in IEO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.36M in Q3 2025. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Stegent Equity Advisors held 7,950 shares of iShares US Oil & Gas Exploration & Production ETF worth $873K as of Q2 2026.
Stegent Equity Advisors sold 54 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $6.27K.
iShares US Oil & Gas Exploration & Production ETF made up 0.63% of Stegent Equity Advisors's portfolio in Q2 2026, its #47 holding.
Stegent Equity Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 9 quarters since.
Stegent Equity Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.36M in Q3 2025.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.