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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
Q2 		$54.9K Hold
500
– – ﹤0.01% 505
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 $1.89T 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
Two Sigma Investments New York $138B AUM 41.87% 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
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Wealth Partners's IEO Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 500 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Strategic Wealth Partners first reported a position in IEO in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.5K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Strategic Wealth Partners held 500 shares of iShares US Oil & Gas Exploration & Production ETF worth $54.9K as of Q2 2026.
  • Strategic Wealth Partners left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #505 holding.
  • Strategic Wealth Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $62.5K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.