AGWCA
IEZ icon

Annis Gardner Whiting Capital Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q2 		– Sell
-1,795
Closed -$52K – 771
2026
Q1 		$52K Buy
+1,795
New +$47.8K 0.01% 576

Other funds holding IEZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
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

Annis Gardner Whiting Capital Advisors's IEZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 1,795 shares — an estimated $52K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IEZ in Q1 2026 and held it in 1 quarter. The position peaked at $52K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,795 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $52K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares US Oil Equipment & Services ETF position peaked at $52K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.