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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899 Sell
53
-116
-69% -$1.97K ﹤0.01% 2079
2025
Q1
$3.3K Sell
169
-5
-3% -$98 ﹤0.01% 1983
2024
Q4
$3.45K Buy
+174
New +$3.45K ﹤0.01% 1951
2021
Q2
Sell
-91,803
Closed -$1.23M 1606
2021
Q1
$1.23M Buy
+91,803
New +$1.23M 0.01% 701
2020
Q3
Sell
-114,628
Closed -$987K 1300
2020
Q2
$987K Buy
+114,628
New +$987K 0.02% 625