American Portfolios Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$238K	Sell	16,524 -8,965	-35%	-$140K	0.01%	955
2022 Q2	$407K	Buy	25,489 +1,070	+4%	+$20.1K	0.02%	743
2022 Q1	$471K	Buy	24,419 +24,345	+32,899%	+$409K	0.02%	759
2021 Q4	$954	Hold	74	–	–	﹤0.01%	3332
2021 Q3	$1.01K	Buy	+74	New	+$987	﹤0.01%	3300
2021 Q2	–	Sell	-573	Closed	-$7.68K	–	3428
2021 Q1	$7.68K	Buy	+573	New	+$7.7K	﹤0.01%	2503

Other funds holding IEZ

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

American Portfolios Advisors's IEZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 35% in Q3 2022, selling an estimated $140K and leaving 16,524 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #955.

American Portfolios Advisors first reported a position in IEZ in Q1 2021 and has held it in 6 quarters since. The position peaked at $471K in Q1 2022. 67 funds tracked by Wall St. Rank hold IEZ as of Q3 2022.

American Portfolios Advisors held 16,524 shares of iShares US Oil Equipment & Services ETF worth $238K as of Q3 2022.
American Portfolios Advisors sold 8,965 iShares US Oil Equipment & Services ETF shares in Q3 2022, an estimated $140K.
iShares US Oil Equipment & Services ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #955 holding.
American Portfolios Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and has held it in 6 quarters since.
American Portfolios Advisors's iShares US Oil Equipment & Services ETF position peaked at $471K in Q1 2022.
67 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.