Advisory Services Network’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Advisory Services Network’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	$4.34M	Sell	161,479 -341,221	-68%	-$10.3M	0.05%	400
2026 Q1	$14.6M	Buy	+502,700	New	+$13.4M	0.19%	101
2024 Q1	–	Sell	-281,841	Closed	-$6.18M	–	2503
2023 Q4	$6.18M	Sell	281,841 -25,338	-8%	-$567K	0.15%	146
2023 Q3	$7.38M	Buy	307,179 +295,285	+2,483%	+$6.98M	0.2%	104
2023 Q2	$239K	Buy	11,894 +4,147	+54%	+$78.6K	0.01%	1221
2023 Q1	$150K	Buy	7,747 +6,860	+773%	+$146K	﹤0.01%	1442
2022 Q4	$18.8K	Buy	+887	New	+$17.5K	﹤0.01%	2517
2021 Q2	–	Sell	-506,308	Closed	-$6.79M	–	3618
2021 Q1	$6.79M	Buy	+506,308	New	+$6.81M	0.25%	84
2020 Q4	–	Sell	-633	Closed	-$5K	–	3481
2020 Q3	$5K	Buy	+633	New	+$5.61K	﹤0.01%	2768
2020 Q2	–	Sell	-633	Closed	-$4K	–	1842
2020 Q1	$4K	Hold	633	–	–	﹤0.01%	2556
2019 Q4	$13K	Buy	633 +231	+57%	+$4.16K	﹤0.01%	2233
2019 Q3	$9K	Hold	402	–	–	﹤0.01%	2200
2019 Q2	$9K	Buy	+402	New	+$9.23K	﹤0.01%	2198

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Advisory Services Network's IEZ Position: Q2 2026 in Review

Advisory Services Network reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 68% in Q2 2026, selling an estimated $10.3M and leaving 161,479 shares worth $4.34M. The position accounts for 0.05% of the portfolio, ranked #400.

Advisory Services Network first reported a position in IEZ in Q2 2019 and has held it in 13 quarters since. The position peaked at $14.6M in Q1 2026. 94 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Advisory Services Network held 161,479 shares of iShares US Oil Equipment & Services ETF worth $4.34M as of Q2 2026.
Advisory Services Network sold 341,221 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $10.3M.
iShares US Oil Equipment & Services ETF made up 0.05% of Advisory Services Network's portfolio in Q2 2026, its #400 holding.
Advisory Services Network first reported a position in iShares US Oil Equipment & Services ETF in Q2 2019 and has held it in 13 quarters since.
Advisory Services Network's iShares US Oil Equipment & Services ETF position peaked at $14.6M in Q1 2026.
94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.