Brown, Lisle/Cummings’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Brown, Lisle/Cummings’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 Q1	$4.17K	Hold	144	–	–	﹤0.01%	702
2025 Q4	$3K	Hold	144	–	–	﹤0.01%	602
2025 Q3	$2.78K	Hold	144	–	–	﹤0.01%	621
2025 Q2	$2.44K	Hold	144	–	–	﹤0.01%	637
2025 Q1	$2.81K	Hold	144	–	–	﹤0.01%	620
2024 Q4	$2.85K	Hold	144	–	–	﹤0.01%	582
2024 Q3	$2.89K	Hold	144	–	–	﹤0.01%	554
2024 Q2	$3.21K	Hold	144	–	–	﹤0.01%	540
2024 Q1	$3.41K	Hold	144	–	–	﹤0.01%	501
2023 Q4	$3.16K	Hold	144	–	–	﹤0.01%	517
2023 Q3	$3.46K	Hold	144	–	–	﹤0.01%	485
2023 Q2	$2.9K	Hold	144	–	–	﹤0.01%	506
2023 Q1	$2.78K	Hold	144	–	–	﹤0.01%	483
2022 Q4	$3.05K	Hold	144	–	–	﹤0.01%	465
2022 Q3	$2.07K	Hold	144	–	–	﹤0.01%	469
2022 Q2	$2.3K	Sell	144 -245	-63%	-$4.61K	﹤0.01%	443
2022 Q1	$7.5K	Hold	389	–	–	﹤0.01%	412
2021 Q4	$5.01K	Buy	+389	New	+$5.41K	﹤0.01%	410

Other funds holding IEZ

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown, Lisle/Cummings's IEZ Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q1 2026 at 144 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Brown, Lisle/Cummings first reported a position in IEZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.5K in Q1 2022. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

Brown, Lisle/Cummings held 144 shares of iShares US Oil Equipment & Services ETF worth $4.17K as of Q1 2026.
Brown, Lisle/Cummings left its iShares US Oil Equipment & Services ETF share count unchanged in Q1 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #702 holding.
Brown, Lisle/Cummings first reported a position in iShares US Oil Equipment & Services ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares US Oil Equipment & Services ETF position peaked at $7.5K in Q1 2022.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.