William Mack & Associates
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William Mack & Associates’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

William Mack & Associates’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 		$28.1K Buy
+213
New +$27.4K 0.01% 297

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Bank Pictet & Cie (Europe)
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Prospera Financial Services
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LPL Financial
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BNP Paribas Financial Markets
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MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

William Mack & Associates's IEO Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2026: 213 shares worth $28.1K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

156 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • William Mack & Associates held 213 shares of iShares US Oil & Gas Exploration & Production ETF worth $28.1K as of Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new William Mack & Associates position in Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #297 holding.
  • 156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.