AE Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

AE Wealth Management’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	$3.69K	Hold	137	–	–	﹤0.01%	2505
2026 Q1	$3.97K	Hold	137	–	–	﹤0.01%	2408
2025 Q4	$2.86K	Buy	137 +84	+158%	+$1.71K	﹤0.01%	2307
2025 Q3	$1.02K	Hold	53	–	–	﹤0.01%	2211
2025 Q2	$899	Sell	53 -116	-69%	-$1.94K	﹤0.01%	2080
2025 Q1	$3.3K	Sell	169 -5	-3%	-$101	﹤0.01%	1983
2024 Q4	$3.45K	Buy	+174	New	+$3.58K	﹤0.01%	1951
2021 Q2	–	Sell	-91,803	Closed	-$1.23M	–	1630
2021 Q1	$1.23M	Buy	+91,803	New	+$1.23M	0.01%	704
2020 Q3	–	Sell	-114,628	Closed	-$987K	–	1319
2020 Q2	$987K	Buy	+114,628	New	+$920K	0.02%	628

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

AE Wealth Management's IEZ Position: Q2 2026 in Review

AE Wealth Management held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2026 at 137 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

AE Wealth Management first reported a position in IEZ in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2021. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

AE Wealth Management held 137 shares of iShares US Oil Equipment & Services ETF worth $3.69K as of Q2 2026.
AE Wealth Management left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2505 holding.
AE Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and has held it in 9 quarters since.
AE Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $1.23M in Q1 2021.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.