Cambridge Investment Research Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Cambridge Investment Research Advisors’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	–	Sell	-11,657	Closed	-$337K	–	3950
2026 Q1	$337K	Buy	+11,657	New	+$310K	﹤0.01%	3174
2022 Q2	–	Sell	-45,364	Closed	-$875K	–	3135
2022 Q1	$875K	Buy	+45,364	New	+$761K	﹤0.01%	1670

Other funds holding IEZ

PFS

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Cambridge Investment Research Advisors's IEZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 11,657 shares — an estimated $337K sold.

Cambridge Investment Research Advisors first reported a position in IEZ in Q1 2022 and held it in 2 quarters. The position peaked at $875K in Q1 2022. 16 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 11,657 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $337K.
Cambridge Investment Research Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and held it in 2 quarters.
Cambridge Investment Research Advisors's iShares US Oil Equipment & Services ETF position peaked at $875K in Q1 2022.
16 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.