Wealth Management Partners
IEO icon

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
Q3 		$1.81M Sell
13,712
-949
-6% -$122K 0.43% 48
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% +$4.72K 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

Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Stegent Equity Advisors
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Management Partners's IEO Position: Q3 2026 in Review

Wealth Management Partners reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 6.5% in Q3 2026, selling an estimated $122K and leaving 13,712 shares worth $1.81M. The position accounts for 0.43% of the portfolio, ranked #48.

Wealth Management Partners first reported a position in IEO in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.94M in Q1 2026. 45 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Wealth Management Partners held 13,712 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.81M as of Q3 2026.
  • Wealth Management Partners sold 949 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $122K.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.43% of Wealth Management Partners's portfolio in Q3 2026, its #48 holding.
  • Wealth Management Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and has held it in 17 quarters since.
  • Wealth Management Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.94M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.