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iShares Dow Jones US Oil & Gas Exp. shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil & Gas Exp. by Action Point Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$8.9k	82	108.83

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View all positions for Action Point Financial Planning

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Morgan Stanley

Pictet & Cie

Two Sigma Investments

Bank of America Corporation

Wells Fargo & Company

LPL Financial

EP Wealth Advisors

Citadel Advisors

Commonwealth Equity Services

Susquehanna International

Mader & Shannon Wealth Management

Royal Bank of Canada

Ameriprise Financial

Amica Mutual Insurance Company

Investors Research Corp

View all funds holding iShares Dow Jones US Oil & Gas Exp.

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