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Sunbelt Securities’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sunbelt Securities’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
-2,451
Closed -$219K – 3034
2025
Q4 		$219K Buy
2,451
+599
+32% +$54.6K 0.01% 614
2025
Q3 		$172K Sell
1,852
-6,447
-78% -$585K 0.01% 694
2025
Q2 		$744K Buy
8,299
+3,094
+59% +$265K 0.07% 260
2025
Q1 		$492K Sell
5,205
-3,094
-37% -$289K 0.04% 331
2024
Q4 		$733K Buy
8,299
+4,651
+127% +$438K 0.06% 265
2024
Q3 		$334K Buy
3,648
+676
+23% +$64.6K 0.03% 453
2024
Q2 		$296K Hold
2,972
– – 0.03% 457
2024
Q1 		$318K Sell
2,972
-131
-4% -$12.5K 0.04% 423
2023
Q4 		$289K Sell
3,103
-3,361
-52% -$319K 0.04% 413
2023
Q3 		$630K Buy
6,464
+3,169
+96% +$301K 0.09% 234
2023
Q2 		$280K Buy
3,295
+152
+5% +$12.8K 0.04% 401
2023
Q1 		$267K Buy
3,143
+328
+12% +$29.4K 0.04% 380
2022
Q4 		$261K Buy
+2,815
New +$273K 0.05% 379

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

Sunbelt Securities's IEO Position: Q1 2026 in Review

Sunbelt Securities sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2026, closing a stake of 2,451 shares — an estimated $219K sold.

Sunbelt Securities first reported a position in IEO in Q4 2022 and held it in 13 quarters. The position peaked at $744K in Q2 2025. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Sunbelt Securities reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 2,451 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $219K.
  • Sunbelt Securities first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 13 quarters.
  • Sunbelt Securities's iShares US Oil & Gas Exploration & Production ETF position peaked at $744K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.