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

Apollon Wealth Management’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	$1.4M	Buy	+51,939	New	+$1.56M	0.02%	606

Other funds holding IEZ

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Apollon Wealth Management's IEZ Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 51,939 shares worth $1.4M. The stake represents 0.02% of the portfolio and ranks #606 among its holdings.

13 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Apollon Wealth Management held 51,939 shares of iShares US Oil Equipment & Services ETF worth $1.4M as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new Apollon Wealth Management position in Q2 2026.
iShares US Oil Equipment & Services ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #606 holding.
13 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.