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Turtle Creek Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Turtle Creek Wealth 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 		$14.8K Hold
135
– – ﹤0.01% 503
2026
Q1 		$16.9K Buy
+135
New +$14.3K ﹤0.01% 460
2024
Q3 		– Sell
-135
Closed -$13.4K – 183
2024
Q2 		$13.4K Sell
135
-127
-48% -$13.2K ﹤0.01% 184
2024
Q1 		$28K Buy
262
+127
+94% +$12.1K 0.01% 172
2023
Q4 		$12.6K Buy
+135
New +$12.8K ﹤0.01% 512

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

Turtle Creek Wealth Advisors's IEO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 135 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Turtle Creek Wealth Advisors first reported a position in IEO in Q4 2023 and has held it in 5 quarters since. The position peaked at $28K in Q1 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Turtle Creek Wealth Advisors held 135 shares of iShares US Oil & Gas Exploration & Production ETF worth $14.8K as of Q2 2026.
  • Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $28K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.