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

Wealth Management 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	$1.61M	Sell	14,661 -869	-6%	-$101K	0.38%	53
2026 Q1	$1.94M	Sell	15,530 -522	-3%	-$55.2K	0.55%	44
2025 Q4	$1.43M	Buy	16,052 +119	+0.7%	+$10.8K	0.41%	51
2025 Q3	$1.48M	Buy	15,933 +52	+0.3%	+$4.71K	0.47%	48
2025 Q2	$1.43M	Sell	15,881 -625	-4%	-$53.6K	0.51%	45
2025 Q1	$1.56M	Buy	16,506 +193	+1%	+$18K	0.72%	31
2024 Q4	$1.46M	Buy	16,313 +2,258	+16%	+$213K	0.63%	35
2024 Q3	$1.29M	Sell	14,055 -51	-0.4%	-$4.87K	0.6%	37
2024 Q2	$1.4M	Buy	14,106 +552	+4%	+$57.2K	0.68%	31
2024 Q1	$1.45M	Buy	13,554 +227	+2%	+$21.6K	0.74%	29
2023 Q4	$1.24M	Buy	13,327 +1,462	+12%	+$139K	0.69%	31
2023 Q3	$1.16M	Buy	11,865 +526	+5%	+$49.9K	0.72%	29
2023 Q2	$963K	Buy	11,339 +264	+2%	+$22.2K	0.61%	36
2023 Q1	$950K	Buy	11,075 +1,075	+11%	+$96.3K	0.66%	34
2022 Q4	$944K	Hold	10,000	–	–	0.79%	29
2022 Q3	$908K	Buy	+10,000	New	+$851K	0.8%	31

Other funds holding IEO

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 New York $138B AUM 41.87% 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

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

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

Wealth Management Partners reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 5.6% in Q2 2026, selling an estimated $101K and leaving 14,661 shares worth $1.61M. The position accounts for 0.38% of the portfolio, ranked #53.

Wealth Management Partners first reported a position in IEO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.94M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Wealth Management Partners held 14,661 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.61M as of Q2 2026.
Wealth Management Partners sold 869 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $101K.
iShares US Oil & Gas Exploration & Production ETF made up 0.38% of Wealth Management Partners's portfolio in Q2 2026, its #53 holding.
Wealth Management Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and has held it in 16 quarters since.
Wealth Management Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.94M in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.