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 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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 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

Advisory Services Network's IEZ Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026: 502,700 shares worth $14.6M. The stake represents 0.19% of the portfolio and ranks #101 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IEZ as recently as Q4 2023.

Advisory Services Network first reported a position in IEZ in Q2 2019 and has held it in 12 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

Advisory Services Network held 502,700 shares of iShares US Oil Equipment & Services ETF worth $14.6M as of Q1 2026.
iShares US Oil Equipment & Services ETF was a new Advisory Services Network position in Q1 2026.
iShares US Oil Equipment & Services ETF made up 0.19% of Advisory Services Network's portfolio in Q1 2026, its #101 holding.
Advisory Services Network first reported a position in iShares US Oil Equipment & Services ETF in Q2 2019 and has held it in 12 quarters since.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.