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 Q3	–	Sell	-26,947	Closed	-$725K	–	2205
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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Atria Investments's IEZ Position: Q3 2026 in Review

Atria Investments sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2026, closing a stake of 26,947 shares — an estimated $725K sold.

Atria Investments first reported a position in IEZ in Q1 2022 and held it in 5 quarters. The position peaked at $1.28M in Q1 2022. 7 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

Atria Investments reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2026 after selling out during the quarter.
Atria Investments sold 26,947 iShares US Oil Equipment & Services ETF shares in Q3 2026, an estimated $725K.
Atria Investments first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and held it in 5 quarters.
Atria Investments's iShares US Oil Equipment & Services ETF position peaked at $1.28M in Q1 2022.
7 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.