AWM
IEZ icon

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

Avior 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
Q3 		– Sell
-14,817
Closed -$399K – 812
2026
Q2 		$399K Buy
+14,817
New +$446K 0.01% 579
2020
Q4 		– Sell
-100
Closed – – 1025
2020
Q3 		$0 Hold
100
– – ﹤0.01% 971
2020
Q2 		$0 Hold
100
– – ﹤0.01% 944
2020
Q1 		$0 Buy
+100
New +$1.42K ﹤0.01% 833

Other funds holding IEZ

IFG
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Avior Wealth Management's IEZ Position: Q3 2026 in Review

Avior Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2026, closing a stake of 14,817 shares — an estimated $399K sold.

Avior Wealth Management first reported a position in IEZ in Q1 2020 and held it in 4 quarters. The position peaked at $399K in Q2 2026. 6 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

  • Avior Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2026 after selling out during the quarter.
  • Avior Wealth Management sold 14,817 iShares US Oil Equipment & Services ETF shares in Q3 2026, an estimated $399K.
  • Avior Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2020 and held it in 4 quarters.
  • Avior Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $399K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.