Atria Investments’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Atria Investments’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	$725K	Buy	+26,947	New	+$810K	0.01%	1298
2024 Q3	–	Sell	-29,861	Closed	-$665K	–	1970
2024 Q2	$665K	Sell	29,861 -13,464	-31%	-$304K	0.01%	1158
2024 Q1	$1.02M	Buy	+43,325	New	+$924K	0.01%	948
2023 Q1	–	Sell	-56,448	Closed	-$1.2M	–	842
2022 Q4	$1.2M	Buy	+56,448	New	+$1.11M	0.02%	694
2022 Q2	–	Sell	-66,530	Closed	-$1.28M	–	806
2022 Q1	$1.28M	Buy	+66,530	New	+$1.12M	0.02%	744

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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Atria Investments's IEZ Position: Q2 2026 in Review

Atria Investments opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 26,947 shares worth $725K. The stake represents 0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Atria Investments previously reported a position in IEZ as recently as Q2 2024.

Atria Investments first reported a position in IEZ in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.28M in Q1 2022. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Atria Investments held 26,947 shares of iShares US Oil Equipment & Services ETF worth $725K as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new Atria Investments position in Q2 2026.
iShares US Oil Equipment & Services ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1298 holding.
Atria Investments first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and has held it in 5 quarters since.
Atria Investments's iShares US Oil Equipment & Services ETF position peaked at $1.28M in Q1 2022.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.