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Steph & Co’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Steph & Co’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
Q1 		– Sell
-592
Closed -$52.8K – 311
2025
Q4 		$52.8K Buy
+592
New +$53.9K 0.02% 179

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steph & Co's IEO Position: Q1 2026 in Review

Steph & Co sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2026, closing a stake of 592 shares — an estimated $52.8K sold.

Steph & Co first reported a position in IEO in Q4 2025 and held it in 1 quarter. The position peaked at $52.8K in Q4 2025. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Steph & Co reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
  • Steph & Co sold 592 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $52.8K.
  • Steph & Co first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2025 and held it in 1 quarter.
  • Steph & Co's iShares US Oil & Gas Exploration & Production ETF position peaked at $52.8K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Steph & Co's 13F filing for Q1 2026, filed 17 Apr 2026.