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 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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

AE Wealth Management's IEZ Position: Q1 2026 in Review

AE Wealth Management held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q1 2026 at 137 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

AE Wealth Management first reported a position in IEZ in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2021. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

AE Wealth Management held 137 shares of iShares US Oil Equipment & Services ETF worth $3.97K as of Q1 2026.
AE Wealth Management left its iShares US Oil Equipment & Services ETF share count unchanged in Q1 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2408 holding.
AE Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and has held it in 8 quarters since.
AE Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $1.23M in Q1 2021.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.