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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prospera Financial Services's IEO Position: Q3 2025 in Review

Prospera Financial Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2025, closing a stake of 2,675 shares — an estimated $237K sold.

Prospera Financial Services first reported a position in IEO in Q1 2022 and held it in 9 quarters. The position peaked at $401K in Q1 2025. 151 funds tracked by Wall St. Rank hold IEO as of Q3 2025.

  • Prospera Financial Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
  • Prospera Financial Services sold 2,675 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $237K.
  • Prospera Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 9 quarters.
  • Prospera Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $401K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.