Advisors Preferred’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Advisors Preferred’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
2026 Q2	$333K	Buy	12,878 +11,512	+843%	+$346K	0.05%	162
2026 Q1	$39.5K	Buy	+1,366	New	+$36.4K	0.01%	201
2023 Q4	–	Sell	-1,739	Closed	-$40.9K	–	254
2023 Q3	$40.9K	Buy	+1,739	New	+$41.1K	0.01%	153
2023 Q2	–	Sell	-588	Closed	-$12K	–	204
2023 Q1	$12K	Sell	588 -2,435	-81%	-$51.9K	﹤0.01%	168
2022 Q4	$61.1K	Buy	+3,023	New	+$59.6K	0.03%	118
2017 Q1	–	Sell	-1,605	Closed	-$73K	–	236
2016 Q4	$73K	Buy	+1,605	New	+$67.5K	0.04%	112
2014 Q3	–	Sell	-352	Closed	-$27.3K	–	282
2014 Q2	$27.3K	Sell	352 -3,840	-92%	-$274K	0.01%	202
2014 Q1	$287K	Buy	+4,192	New	+$269K	0.13%	123

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Advisors Preferred's IEZ Position: Q2 2026 in Review

Advisors Preferred increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 843% in Q2 2026, buying an estimated $346K and bringing the position to 12,878 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #162.

Advisors Preferred first reported a position in IEZ in Q1 2014 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Advisors Preferred held 12,878 shares of iShares US Oil Equipment & Services ETF worth $333K as of Q2 2026.
Advisors Preferred bought 11,512 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $346K.
iShares US Oil Equipment & Services ETF made up 0.05% of Advisors Preferred's portfolio in Q2 2026, its #162 holding.
Advisors Preferred first reported a position in iShares US Oil Equipment & Services ETF in Q1 2014 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.