Winch Advisory Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Winch Advisory Services’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	$40.8K	Buy	372 +2	+0.5%	+$232	0.01%	211
2026 Q1	$46.2K	Sell	370 -68	-16%	-$7.19K	0.01%	182
2025 Q4	$39.1K	Sell	438 -22	-5%	-$2K	0.01%	190
2025 Q3	$42.6K	Buy	460 +3	+0.7%	+$272	0.01%	182
2025 Q2	$40.5K	Buy	457 +3	+0.7%	+$257	0.01%	177
2025 Q1	$43K	Buy	454 +2	+0.4%	+$187	0.01%	165
2024 Q4	$40.5K	Buy	452 +3	+0.7%	+$282	0.01%	174
2024 Q3	$41.1K	Buy	449 +3	+0.7%	+$287	0.01%	168
2024 Q2	$44.4K	Sell	446 -80	-15%	-$8.3K	0.01%	157
2024 Q1	$56.2K	Sell	526 -27	-5%	-$2.57K	0.02%	142
2023 Q4	$51.6K	Sell	553 -214	-28%	-$20.3K	0.02%	143
2023 Q3	$75K	Sell	767 -66	-8%	-$6.26K	0.03%	111
2023 Q2	$71K	Sell	833 -189	-18%	-$15.9K	0.03%	112
2023 Q1	$88K	Sell	1,022 -82	-7%	-$7.34K	0.03%	104
2022 Q4	$103K	Sell	1,104 -211	-16%	-$20.5K	0.04%	96
2022 Q3	$110K	Buy	1,315 +4	+0.3%	+$340	0.05%	89
2022 Q2	$102K	Hold	1,311	–	–	0.04%	94
2022 Q1	$111K	Hold	1,311	–	–	0.04%	93
2021 Q4	$80K	Sell	1,311 -23	-2%	-$1.44K	0.03%	103
2021 Q3	$78K	Hold	1,334	–	–	0.03%	105
2021 Q2	$76K	Buy	1,334 +23	+2%	+$1.22K	0.03%	105
2021 Q1	$64K	Hold	1,311	–	–	0.03%	105
2020 Q4	$47K	Hold	1,311	–	–	0.02%	104
2020 Q3	$35K	Sell	1,311 -30	-2%	-$948	0.01%	111
2020 Q2	$45K	Hold	1,341	–	–	0.02%	96
2020 Q1	$31K	Hold	1,341	–	–	0.02%	107
2019 Q4	$74K	Sell	1,341 -278	-17%	-$14.4K	0.04%	92
2019 Q3	$83K	Sell	1,619 -267	-14%	-$13.8K	0.04%	85
2019 Q2	$106K	Sell	1,886 -64,881	-97%	-$3.68M	0.06%	74
2019 Q1	$3.88M	Sell	66,767 -376	-0.6%	-$21.6K	2.15%	13
2018 Q4	$3.47M	Sell	67,143 -6,768	-9%	-$429K	1.93%	15
2018 Q3	$5.61M	Buy	73,911 +1,780	+2%	+$132K	2.82%	9
2018 Q2	$5.36M	Buy	+72,131	New	+$5.15M	2.89%	8

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

Winch Advisory Services's IEO Position: Q2 2026 in Review

Winch Advisory Services increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.54% in Q2 2026, buying an estimated $232 and bringing the position to 372 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #211.

Winch Advisory Services first reported a position in IEO in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.61M in Q3 2018. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Winch Advisory Services held 372 shares of iShares US Oil & Gas Exploration & Production ETF worth $40.8K as of Q2 2026.
Winch Advisory Services bought 2 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $232.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #211 holding.
Winch Advisory Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2018 and has held it in 33 quarters since.
Winch Advisory Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $5.61M in Q3 2018.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.