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Advisor Resource Council’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Advisor Resource Council’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
2022
Q3 		– Sell
-5,927
Closed -$461K – 304
2022
Q2 		$461K Buy
+5,927
New +$525K 0.04% 294

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisor Resource Council's IEO Position: Q3 2022 in Review

Advisor Resource Council sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2022, closing a stake of 5,927 shares — an estimated $461K sold.

Advisor Resource Council first reported a position in IEO in Q2 2022 and held it in 1 quarter. The position peaked at $461K in Q2 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

  • Advisor Resource Council reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 5,927 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $461K.
  • Advisor Resource Council first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 1 quarter.
  • Advisor Resource Council's iShares US Oil & Gas Exploration & Production ETF position peaked at $461K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.