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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
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

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

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

Avior Wealth Management opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 14,817 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in IEZ as recently as Q3 2020.

Avior Wealth Management first reported a position in IEZ in Q1 2020 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Avior Wealth Management held 14,817 shares of iShares US Oil Equipment & Services ETF worth $399K as of Q2 2026.
  • iShares US Oil Equipment & Services ETF was a new Avior Wealth Management position in Q2 2026.
  • iShares US Oil Equipment & Services ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Avior Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2020 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.