Carson Wealth (CWM LLC)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.3K | Buy |
598
+130
| +28% | +$3.46K | ﹤0.01% | 4504 |
|
|
2025
Q4 | $10K | Hold |
468
| – | – | ﹤0.01% | 4545 |
|
|
2025
Q3 | $9K | Hold |
468
| – | – | ﹤0.01% | 4526 |
|
|
2025
Q2 | $8K | Hold |
468
| – | – | ﹤0.01% | 4397 |
|
|
2025
Q1 | $9K | Buy |
+468
| New | +$9.47K | ﹤0.01% | 4161 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$10K | – | 5017 |
|
|
2024
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 3786 |
|
|
2024
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 3489 |
|
|
2024
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3230 |
|
|
2023
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 3136 |
|
|
2023
Q3 | $12K | Sell |
500
-460
| -48% | -$10.9K | ﹤0.01% | 3042 |
|
|
2023
Q2 | $19K | Sell |
960
-100
| -9% | -$1.9K | ﹤0.01% | 2672 |
|
|
2023
Q1 | $20K | Hold |
1,060
| – | – | ﹤0.01% | 2512 |
|
|
2022
Q4 | $22K | Sell |
1,060
-640
| -38% | -$12.6K | ﹤0.01% | 2294 |
|
|
2022
Q3 | $24K | Buy |
1,700
+1,100
| +183% | +$17.2K | ﹤0.01% | 2113 |
|
|
2022
Q2 | $10K | Buy |
+600
| New | +$11.3K | ﹤0.01% | 2583 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$1K | – | 3096 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1910 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1528 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1273 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1287 |
|
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1009 |
|
|
2017
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 987 |
|
|
2016
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 985 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 918 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 714 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 682 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 598 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2.08K | ﹤0.01% | 579 |
|
Other funds holding IEZ
MWM
ASN
PFS
EH
