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Strategic Wealth Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Strategic Wealth Partners’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 		$62.5K Hold
500
– – ﹤0.01% 475
2025
Q4 		$44.6K Hold
500
– – ﹤0.01% 540
2025
Q3 		$46.3K Hold
500
– – ﹤0.01% 569
2025
Q2 		$44.3K Buy
+500
New +$42.9K ﹤0.01% 518

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Wealth Partners's IEO Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q1 2026 at 500 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Strategic Wealth Partners first reported a position in IEO in Q2 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Strategic Wealth Partners held 500 shares of iShares US Oil & Gas Exploration & Production ETF worth $62.5K as of Q1 2026.
  • Strategic Wealth Partners left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #475 holding.
  • Strategic Wealth Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.