Founders Financial Alliance’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Founders Financial Alliance’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	$6.19K	Buy	50 +1	+2%	+$106	﹤0.01%	668
2025 Q4	$4.4K	Hold	49	–	–	﹤0.01%	557
2025 Q3	$4.54K	Hold	49	–	–	﹤0.01%	656
2025 Q2	$4.31K	Buy	49 +1	+2%	+$86	﹤0.01%	500
2025 Q1	$4.58K	Hold	48	–	–	﹤0.01%	564
2024 Q4	$4.31K	Hold	48	–	–	﹤0.01%	526
2024 Q3	$4.37K	Buy	48 +1	+2%	+$96	﹤0.01%	535
2024 Q2	$4.72K	Sell	47 -117	-71%	-$12.1K	﹤0.01%	514
2024 Q1	$17.5K	Buy	164 +1	+0.6%	+$95	0.01%	452
2023 Q4	$15.2K	Buy	163 +3	+2%	+$285	0.01%	411
2023 Q3	$15.6K	Hold	160	–	–	0.01%	396
2023 Q2	$13.6K	Buy	160 +1	+0.6%	+$84	0.01%	437
2023 Q1	$13.7K	Sell	159 -32	-17%	-$2.87K	0.01%	390
2022 Q4	$17.7K	Buy	191 +2	+1%	+$194	0.01%	399
2022 Q3	$16K	Buy	189 +3	+2%	+$255	0.01%	393
2022 Q2	$14K	Buy	186 +1	+0.5%	+$89	0.01%	416
2022 Q1	$16K	Buy	185 +2	+1%	+$150	0.01%	369
2021 Q4	$11K	Buy	183 +1	+0.5%	+$63	﹤0.01%	422
2021 Q3	$11K	Buy	+182	New	+$9.49K	0.01%	393

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Founders Financial Alliance's IEO Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 2% in Q1 2026, buying an estimated $106 and bringing the position to 50 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Founders Financial Alliance first reported a position in IEO in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.7K in Q4 2022. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

Founders Financial Alliance held 50 shares of iShares US Oil & Gas Exploration & Production ETF worth $6.19K as of Q1 2026.
Founders Financial Alliance bought 1 iShares US Oil & Gas Exploration & Production ETF share in Q1 2026, an estimated $106.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #668 holding.
Founders Financial Alliance first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2021 and has held it in 19 quarters since.
Founders Financial Alliance's iShares US Oil & Gas Exploration & Production ETF position peaked at $17.7K in Q4 2022.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.