Farther Finance Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Farther Finance Advisors’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	$4.27K	Hold	39	–	–	﹤0.01%	4880
2026 Q1	$4.67K	Hold	39	–	–	﹤0.01%	4533
2025 Q4	$3.44K	Hold	39	–	–	﹤0.01%	4478
2025 Q3	$3.64K	Buy	39 +38	+3,800%	+$3.45K	﹤0.01%	3899
2025 Q2	$89	Buy	+1	New	+$86	﹤0.01%	4322
2023 Q4	–	Sell	-315	Closed	-$30.7K	–	3579
2023 Q3	$30.7K	Hold	315	–	–	﹤0.01%	954
2023 Q2	$26.8K	Sell	315 -14	-4%	-$1.18K	0.01%	900
2023 Q1	$28.2K	Buy	+329	New	+$29.5K	0.01%	792

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

Farther Finance Advisors's IEO Position: Q2 2026 in Review

Farther Finance Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 39 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4880.

Farther Finance Advisors first reported a position in IEO in Q1 2023 and has held it in 8 quarters since. The position peaked at $30.7K in Q3 2023. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Farther Finance Advisors held 39 shares of iShares US Oil & Gas Exploration & Production ETF worth $4.27K as of Q2 2026.
Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #4880 holding.
Farther Finance Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2023 and has held it in 8 quarters since.
Farther Finance Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $30.7K in Q3 2023.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.