Creative Planning
IEO icon

Creative Planning’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Creative Planning’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
Q1 		$773K Buy
6,187
+25
+0.4% +$2.65K ﹤0.01% 2673
2025
Q4 		$550K Sell
6,162
-2
-0% -$182 ﹤0.01% 2755
2025
Q3 		$571K Sell
6,164
-1,045
-14% -$94.8K ﹤0.01% 2593
2025
Q2 		$639K Sell
7,209
-1,908
-21% -$164K ﹤0.01% 2250
2025
Q1 		$862K Buy
9,117
+177
+2% +$16.6K ﹤0.01% 1833
2024
Q4 		$801K Sell
8,940
-325
-4% -$30.6K ﹤0.01% 1834
2024
Q3 		$847K Buy
9,265
+293
+3% +$28K ﹤0.01% 1650
2024
Q2 		$893K Buy
8,972
+1,798
+25% +$186K ﹤0.01% 1492
2024
Q1 		$767K Buy
7,174
+827
+13% +$78.8K ﹤0.01% 1533
2023
Q4 		$591K Sell
6,347
-2,057
-24% -$195K ﹤0.01% 1590
2023
Q3 		$820K Buy
8,404
+46
+0.6% +$4.37K ﹤0.01% 1270
2023
Q2 		$710K Buy
8,358
+3
+0% +$252 ﹤0.01% 1328
2023
Q1 		$717K Buy
8,355
+119
+1% +$10.7K ﹤0.01% 1260
2022
Q4 		$765K Buy
8,236
+475
+6% +$46.1K ﹤0.01% 1170
2022
Q3 		$646K Buy
7,761
+189
+2% +$16.1K ﹤0.01% 1173
2022
Q2 		$590K Buy
7,572
+103
+1% +$9.13K ﹤0.01% 1227
2022
Q1 		$630K Buy
7,469
+641
+9% +$48K ﹤0.01% 1215
2021
Q4 		$418K Buy
6,828
+1
+0% +$63 ﹤0.01% 1415
2021
Q3 		$397K Sell
6,827
-577
-8% -$30.1K ﹤0.01% 1430
2021
Q2 		$424K Buy
7,404
+563
+8% +$29.8K ﹤0.01% 1369
2021
Q1 		$333K Sell
6,841
-89
-1% -$4.01K ﹤0.01% 1727
2020
Q4 		$249K Buy
+6,930
New +$217K ﹤0.01% 1741
2020
Q3 		– Sell
-6,927
Closed -$234K – 2201
2020
Q2 		$234K Sell
6,927
-2,999
-30% -$96.4K ﹤0.01% 1443
2020
Q1 		$227K Buy
+9,926
New +$415K ﹤0.01% 1324
2019
Q3 		– Sell
-3,666
Closed -$206K – 2047
2019
Q2 		$206K Sell
3,666
-807
-18% -$45.8K ﹤0.01% 1603
2019
Q1 		$260K Buy
+4,473
New +$257K ﹤0.01% 1417
2018
Q4 		– Sell
-4,004
Closed -$304K – 2014
2018
Q3 		$304K Sell
4,004
-1,404
-26% -$104K ﹤0.01% 1387
2018
Q2 		$402K Buy
+5,408
New +$386K ﹤0.01% 1192
2017
Q4 		– Sell
-3,578
Closed -$210K – 1953
2017
Q3 		$210K Buy
3,578
+500
+16% +$27.2K ﹤0.01% 1578
2017
Q2 		$168K Hold
3,078
– – ﹤0.01% 1627
2017
Q1 		$188K Sell
3,078
-1,450
-32% -$91K ﹤0.01% 1532
2016
Q4 		$296K Buy
4,528
+56
+1% +$3.51K ﹤0.01% 1197
2016
Q3 		$275K Buy
4,472
+1,394
+45% +$80.9K ﹤0.01% 1222
2016
Q2 		$175K Buy
3,078
+725
+31% +$40.6K ﹤0.01% 1314
2016
Q1 		$122K Buy
2,353
+400
+20% +$19K ﹤0.01% 1507
2015
Q4 		$103K Sell
1,953
-39,847
-95% -$2.4M ﹤0.01% 1614
2015
Q3 		$2.32M Buy
+41,800
New +$2.59M 0.02% 269
2015
Q2 		– Sell
-400
Closed -$29K – 1970
2015
Q1 		$29K Sell
400
-23,009
-98% -$1.65M ﹤0.01% 2426
2014
Q4 		$1.67M Buy
23,409
+22,500
+2,475% +$1.72M 0.02% 314
2014
Q3 		$79K Hold
909
– – ﹤0.01% 1631
2014
Q2 		$88K Buy
909
+209
+30% +$19.2K ﹤0.01% 1518
2014
Q1 		$60K Sell
700
-1,000
-59% -$81.5K ﹤0.01% 1690
2013
Q4 		$140K Sell
1,700
-100
-6% -$8.14K ﹤0.01% 1020
2013
Q3 		$140K Buy
1,800
+300
+20% +$22.7K ﹤0.01% 922
2013
Q2 		$107K Buy
+1,500
New +$109K ﹤0.01% 946

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's IEO Position: Q1 2026 in Review

Creative Planning increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.41% in Q1 2026, buying an estimated $2.65K and bringing the position to 6,187 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Creative Planning first reported a position in IEO in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.32M in Q3 2015. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Creative Planning held 6,187 shares of iShares US Oil & Gas Exploration & Production ETF worth $773K as of Q1 2026.
  • Creative Planning bought 25 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $2.65K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2673 holding.
  • Creative Planning first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and has held it in 45 quarters since.
  • Creative Planning's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.32M in Q3 2015.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.