AP
IEZ icon

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
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return