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iShares Dow Jones US Oil & Gas Exp. shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $59k 600 97.53
2023-06-30 $51k 600 84.93
2023-03-31 $52k 600 85.81
2022-12-31 $56k 600 92.86
2022-09-30 $50k 600 83.33

More positions owned by Wells Financial Advisors

Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Small-cap Index Fund Etf Etf (VB)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard Large-cap Index Fund Etf Etf (VV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Wells Financial Advisors

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

Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Citadel Advisors
Royal Bank of Canada
Amica Mutual Insurance Company
Commonwealth Equity Services
Stifel Financial
UBS Group
MinichMacGregor Wealth Management
Two Sigma Investments
Spectrum Wealth Counsel
Advisor Group Holdings
Raymond James & Associates
Raymond James Financial Services Advisors

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