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iShares Dow Jones US Oil & Gas Exp. shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3k 71 89.27
2025-09-30 $6.6k 71 92.61
2025-06-30 $6.3k 71 88.61
2025-03-31 $6.7k 71 94.59
2024-12-31 $6.4k 71 89.63

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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

Wells Fargo & Company
LPL Financial
EP Wealth Advisors
Two Sigma Investments
Envestnet Asset Management
Ameriprise Financial
Commonwealth Equity Services
National Asset Management
Royal Bank of Canada
Mml Investors Services
UBS Group
Amica Mutual Insurance Company
Citadel Advisors
Investors Research Corp
Susquehanna International

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