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

ViaWealth’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	-2,782	Closed	-$248K	–	164
2025 Q4	$248K	Sell	2,782 -2,095	-43%	-$191K	0.14%	137
2025 Q3	$452K	Sell	4,877 -3,259	-40%	-$295K	0.25%	106
2025 Q2	$721K	Sell	8,136 -4,943	-38%	-$424K	0.43%	74
2025 Q1	$1.24M	Sell	13,079 -1,045	-7%	-$97.7K	0.76%	35
2024 Q4	$1.27M	Sell	14,124 -1,162	-8%	-$109K	0.76%	37
2024 Q3	$1.4M	Buy	15,286 +561	+4%	+$53.6K	0.81%	31
2024 Q2	$1.47M	Sell	14,725 -283	-2%	-$29.4K	0.91%	27
2024 Q1	$1.61M	Buy	15,008 +1,219	+9%	+$116K	1%	26
2023 Q4	$1.28M	Buy	13,789 +1,431	+12%	+$136K	0.88%	28
2023 Q3	$1.21M	Buy	12,358 +2,686	+28%	+$255K	0.89%	29
2023 Q2	$822K	Buy	9,672 +124	+1%	+$10.4K	0.61%	48
2023 Q1	$819K	Sell	9,548 -347	-4%	-$31.1K	0.65%	46
2022 Q4	$909K	Buy	+9,895	New	+$960K	0.75%	34

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ViaWealth's IEO Position: Q1 2026 in Review

ViaWealth sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2026, closing a stake of 2,782 shares — an estimated $248K sold.

ViaWealth first reported a position in IEO in Q4 2022 and held it in 13 quarters. The position peaked at $1.61M in Q1 2024. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

ViaWealth reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
ViaWealth sold 2,782 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $248K.
ViaWealth first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 13 quarters.
ViaWealth's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.61M in Q1 2024.
169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.