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 |
|