Prospera Financial Services
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Prospera Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Prospera Financial Services’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 		$14M Buy
+92,845
New +$12M 0.18% 118
2025
Q3 		– Sell
-2,675
Closed -$237K – 1376
2025
Q2 		$237K Sell
2,675
-1,563
-37% -$134K ﹤0.01% 1195
2025
Q1 		$401K Sell
4,238
-156
-4% -$14.6K 0.01% 873
2024
Q4 		$394K Buy
4,394
+1,911
+77% +$180K 0.01% 823
2024
Q3 		$228K Sell
2,483
-190
-7% -$18.2K 0.01% 1030
2024
Q2 		$266K Buy
2,673
+29
+1% +$3.01K 0.01% 963
2024
Q1 		$283K Buy
2,644
+18
+0.7% +$1.71K 0.01% 924
2023
Q4 		$245K Sell
2,626
-73
-3% -$6.93K 0.01% 920
2023
Q3 		$263K Buy
+2,699
New +$256K 0.01% 850
2022
Q2 		– Sell
-180
Closed -$15K – 2087
2022
Q1 		$15K Buy
+180
New +$13.5K ﹤0.01% 1863

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mader & Shannon Wealth Management
Mader & Shannon Wealth Management Kansas City, Missouri $241M AUM 14.38% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Prospera Financial Services's IEO Position: Q3 2026 in Review

Prospera Financial Services opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2026: 92,845 shares worth $14M. The stake represents 0.18% of the portfolio and ranks #118 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in IEO as recently as Q2 2025.

Prospera Financial Services first reported a position in IEO in Q1 2022 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Prospera Financial Services held 92,845 shares of iShares US Oil & Gas Exploration & Production ETF worth $14M as of Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new Prospera Financial Services position in Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.18% of Prospera Financial Services's portfolio in Q3 2026, its #118 holding.
  • Prospera Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.