Advisornet Financial’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Advisornet Financial’s Portfolio IEZ Stock Details IEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,673	Closed	-$182K	–	2428
2022 Q3	$182K	Buy	12,673 +2,981	+31%	+$46.7K	0.02%	515
2022 Q2	$155K	Buy	+9,692	New	+$183K	0.02%	559
2020 Q3	–	Sell	-3,212	Closed	-$28K	–	1793
2020 Q2	$28K	Buy	+3,212	New	+$25.8K	﹤0.01%	1012
2018 Q1	–	Sell	-1,451	Closed	-$52K	–	1428
2017 Q4	$52K	Buy	+1,451	New	+$48.9K	0.01%	644

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisornet Financial's IEZ Position: Q4 2022 in Review

Advisornet Financial sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2022, closing a stake of 12,673 shares — an estimated $182K sold.

Advisornet Financial first reported a position in IEZ in Q4 2017 and held it in 4 quarters. The position peaked at $182K in Q3 2022. 86 funds tracked by Wall St. Rank hold IEZ as of Q4 2022.

Advisornet Financial reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 12,673 iShares US Oil Equipment & Services ETF shares in Q4 2022, an estimated $182K.
Advisornet Financial first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 4 quarters.
Advisornet Financial's iShares US Oil Equipment & Services ETF position peaked at $182K in Q3 2022.
86 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.