Ignite Planners
IEO icon

Ignite Planners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Ignite Planners’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 		$267K Sell
2,025
-200
-9% -$25.8K 0.03% 377
2026
Q2 		$244K Buy
2,225
+709
+47% +$82.3K 0.03% 375
2026
Q1 		$202K Buy
+1,516
New +$160K 0.03% 381

Other funds holding IEO

Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners's IEO Position: Q3 2026 in Review

Ignite Planners reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 9% in Q3 2026, selling an estimated $25.8K and leaving 2,025 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #377.

Ignite Planners first reported a position in IEO in Q1 2026 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Ignite Planners held 2,025 shares of iShares US Oil & Gas Exploration & Production ETF worth $267K as of Q3 2026.
  • Ignite Planners sold 200 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $25.8K.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.03% of Ignite Planners's portfolio in Q3 2026, its #377 holding.
  • Ignite Planners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2026 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.