Allworth Financial’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Allworth Financial’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	$62.1K	Buy	2,309 +270	+13%	+$8.12K	﹤0.01%	2292
2026 Q1	$59K	Sell	2,039 -835	-29%	-$22.2K	﹤0.01%	2197
2025 Q4	$60K	Sell	2,874 -670	-19%	-$13.6K	﹤0.01%	2076
2025 Q3	$68.4K	Sell	3,544 -1,672	-32%	-$30.7K	﹤0.01%	1904
2025 Q2	$88.5K	Sell	5,216 -166	-3%	-$2.78K	﹤0.01%	1616
2025 Q1	$87.1K	Sell	5,382 -1,875	-26%	-$38K	﹤0.01%	1295
2024 Q4	$156K	Buy	+7,257	New	+$149K	﹤0.01%	1043

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

Allworth Financial's IEZ Position: Q2 2026 in Review

Allworth Financial increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 13% in Q2 2026, buying an estimated $8.12K and bringing the position to 2,309 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Allworth Financial first reported a position in IEZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q4 2024. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Allworth Financial held 2,309 shares of iShares US Oil Equipment & Services ETF worth $62.1K as of Q2 2026.
Allworth Financial bought 270 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $8.12K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2292 holding.
Allworth Financial first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's iShares US Oil Equipment & Services ETF position peaked at $156K in Q4 2024.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.