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

Kerr Financial 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
Q2 		$26.8K Buy
245
+1
+0.4% +$116 0.03% 245
2026
Q1 		$28.8K Buy
244
+2
+0.8% +$212 0.02% 235
2025
Q4 		$24.4K Hold
242
– – 0.03% 254
2025
Q3 		$22.7K Buy
+242
New +$21.9K 0.03% 254

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kerr Financial Planning's IEO Position: Q2 2026 in Review

Kerr Financial Planning increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.41% in Q2 2026, buying an estimated $116 and bringing the position to 245 shares worth $26.8K. The position accounts for 0.03% of the portfolio, ranked #245.

Kerr Financial Planning first reported a position in IEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.8K in Q1 2026. 161 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Kerr Financial Planning held 245 shares of iShares US Oil & Gas Exploration & Production ETF worth $26.8K as of Q2 2026.
  • Kerr Financial Planning bought 1 iShares US Oil & Gas Exploration & Production ETF share in Q2 2026, an estimated $116.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #245 holding.
  • Kerr Financial Planning first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares US Oil & Gas Exploration & Production ETF position peaked at $28.8K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.