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

Westmount 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	$468K	Buy	4,263 +20	+0.5%	+$2.32K	0.1%	159
2026 Q1	$530K	Buy	4,243 +19	+0.4%	+$2.01K	0.13%	139
2025 Q4	$377K	Sell	4,224 -4,120	-49%	-$375K	0.09%	166
2025 Q3	$780K	Buy	8,344 +59	+0.7%	+$5.35K	0.2%	94
2025 Q2	$734K	Buy	8,285 +46	+0.6%	+$3.94K	0.2%	95
2025 Q1	$779K	Buy	8,239 +622	+8%	+$58.2K	0.24%	87
2024 Q4	$683K	Buy	7,617 +47	+0.6%	+$4.42K	0.21%	94
2024 Q3	$692K	Buy	7,570 +534	+8%	+$51K	0.21%	95
2024 Q2	$702K	Buy	7,036 +37	+0.5%	+$3.84K	0.23%	89
2024 Q1	$749K	Buy	6,999 +39	+0.6%	+$3.71K	0.27%	78
2023 Q4	$649K	Buy	6,960 +31	+0.4%	+$2.94K	0.26%	86
2023 Q3	$676K	Hold	6,929	–	–	0.3%	80
2023 Q2	$589K	Buy	6,929 +55	+0.8%	+$4.62K	0.26%	84
2023 Q1	$590K	Buy	6,874 +62	+0.9%	+$5.55K	0.27%	82
2022 Q4	$633K	Buy	+6,812	New	+$661K	0.33%	74

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

Westmount Partners's IEO Position: Q2 2026 in Review

Westmount Partners increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.47% in Q2 2026, buying an estimated $2.32K and bringing the position to 4,263 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #159.

Westmount Partners first reported a position in IEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $780K in Q3 2025. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Westmount Partners held 4,263 shares of iShares US Oil & Gas Exploration & Production ETF worth $468K as of Q2 2026.
Westmount Partners bought 20 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $2.32K.
iShares US Oil & Gas Exploration & Production ETF made up 0.1% of Westmount Partners's portfolio in Q2 2026, its #159 holding.
Westmount Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $780K in Q3 2025.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.