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Cedar Mountain Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Cedar Mountain 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 		$4.46K Buy
166
+1
+0.6% +$30 ﹤0.01% 729
2026
Q1 		$4.78K Hold
165
– – ﹤0.01% 670
2025
Q4 		$3.44K Buy
165
+1
+0.6% +$20 ﹤0.01% 349
2025
Q3 		$3.17K Buy
164
+1
+0.6% +$18 ﹤0.01% 375
2025
Q2 		$2.77K Buy
163
+1
+0.6% +$17 ﹤0.01% 296
2025
Q1 		$3.16K Buy
162
+1
+0.6% +$20 ﹤0.01% 273
2024
Q4 		$3.2K Sell
161
-954
-86% -$19.6K ﹤0.01% 288
2024
Q3 		$22.4K Buy
1,115
+5
+0.5% +$107 0.01% 145
2024
Q2 		$24.7K Hold
1,110
– – 0.01% 124
2024
Q1 		$26.3K Hold
1,110
– – 0.01% 118
2023
Q4 		$24.3K Hold
1,110
– – 0.01% 114
2023
Q3 		$26.7K Buy
+1,110
New +$26.2K 0.01% 96

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
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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cedar Mountain Advisors's IEZ Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.61% in Q2 2026, buying an estimated $30 and bringing the position to 166 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Cedar Mountain Advisors first reported a position in IEZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.7K in Q3 2023. 7 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Cedar Mountain Advisors held 166 shares of iShares US Oil Equipment & Services ETF worth $4.46K as of Q2 2026.
  • Cedar Mountain Advisors bought 1 iShares US Oil Equipment & Services ETF share in Q2 2026, an estimated $30.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #729 holding.
  • Cedar Mountain Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 12 quarters since.
  • Cedar Mountain Advisors's iShares US Oil Equipment & Services ETF position peaked at $26.7K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.