BFC Planning, Inc.’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

BFC Planning, Inc.’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 Q3	$56.1K	Hold	425	–	–	﹤0.01%	1494
2026 Q2	$46.7K	Buy	425 +175	+70%	+$20.3K	﹤0.01%	1588
2026 Q1	$31.2K	Hold	250	–	–	﹤0.01%	1520
2025 Q4	$22.3K	Hold	250	–	–	﹤0.01%	1704
2025 Q3	$23.2K	Hold	250	–	–	﹤0.01%	1509
2025 Q2	$22.2K	Hold	250	–	–	﹤0.01%	1448
2025 Q1	$23.6K	Hold	250	–	–	﹤0.01%	1394
2024 Q4	$22.4K	Sell	250 -40	-14%	-$3.76K	﹤0.01%	1417
2024 Q3	$26.5K	Buy	+290	New	+$27.7K	﹤0.01%	1341

Other funds holding IEO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s IEO Position: Q3 2026 in Review

BFC Planning, Inc. held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2026 at 425 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

BFC Planning, Inc. first reported a position in IEO in Q3 2024 and has held it in 9 quarters since. 156 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

BFC Planning, Inc. held 425 shares of iShares US Oil & Gas Exploration & Production ETF worth $56.1K as of Q3 2026.
BFC Planning, Inc. left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q3 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1494 holding.
BFC Planning, Inc. first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and has held it in 9 quarters since.
156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.