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

Whittier Trust’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 		$22.4K Hold
203
– – ﹤0.01% 1004
2026
Q1 		$25K Hold
203
– – ﹤0.01% 959
2025
Q4 		$18.3K Hold
203
– – ﹤0.01% 1044
2025
Q3 		$18.8K Sell
203
-2,479
-92% -$225K ﹤0.01% 1009
2025
Q2 		$238K Hold
2,682
– – ﹤0.01% 622
2025
Q1 		$254K Hold
2,682
– – ﹤0.01% 608
2024
Q4 		$240K Hold
2,682
– – ﹤0.01% 627
2024
Q3 		$245K Sell
2,682
-200
-7% -$19.1K ﹤0.01% 643
2024
Q2 		$287K Buy
2,882
+2,679
+1,320% +$278K ﹤0.01% 581
2024
Q1 		$21.7K Hold
203
– – ﹤0.01% 1106
2023
Q4 		$18.9K Hold
203
– – ﹤0.01% 1108
2023
Q3 		$19.8K Buy
+203
New +$19.3K ﹤0.01% 1116
2018
Q4 		– Sell
-70
Closed -$5K – 1357
2018
Q3 		$5K Hold
70
– – ﹤0.01% 1111
2018
Q2 		$5K Hold
70
– – ﹤0.01% 1093
2018
Q1 		$4K Hold
70
– – ﹤0.01% 1159
2017
Q4 		$5K Hold
70
– – ﹤0.01% 1121
2017
Q3 		$4K Hold
70
– – ﹤0.01% 1166
2017
Q2 		$4K Hold
70
– – ﹤0.01% 1107
2017
Q1 		$4K Hold
70
– – ﹤0.01% 1180
2016
Q4 		$5K Hold
70
– – ﹤0.01% 1043
2016
Q3 		$4K Hold
70
– – ﹤0.01% 1058
2016
Q2 		$4K Hold
70
– – ﹤0.01% 1079
2016
Q1 		$4K Hold
70
– – ﹤0.01% 1064
2015
Q4 		$4K Sell
70
-560
-89% -$33.7K ﹤0.01% 1064
2015
Q3 		$35K Sell
630
-608
-49% -$37.6K ﹤0.01% 769
2015
Q2 		$88K Hold
1,238
– – ﹤0.01% 622
2015
Q1 		$91K Hold
1,238
– – ﹤0.01% 610
2014
Q4 		$88K Hold
1,238
– – ﹤0.01% 571
2014
Q3 		$108K Hold
1,238
– – 0.01% 526
2014
Q2 		$120K Hold
1,238
– – 0.01% 507
2014
Q1 		$105K Hold
1,238
– – 0.01% 534
2013
Q4 		$102K Hold
1,238
– – 0.01% 542
2013
Q3 		$96K Hold
1,238
– – 0.01% 553
2013
Q2 		$89K Buy
+1,238
New +$89.8K 0.01% 559

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

Whittier Trust's IEO Position: Q2 2026 in Review

Whittier Trust held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 203 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Whittier Trust first reported a position in IEO in Q2 2013 and has held it in 34 quarters since. The position peaked at $287K in Q2 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Whittier Trust held 203 shares of iShares US Oil & Gas Exploration & Production ETF worth $22.4K as of Q2 2026.
  • Whittier Trust 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 Whittier Trust's portfolio in Q2 2026, its #1004 holding.
  • Whittier Trust first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and has held it in 34 quarters since.
  • Whittier Trust's iShares US Oil & Gas Exploration & Production ETF position peaked at $287K in Q2 2024.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.