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 Q3	$4.41K	Hold	166	–	–	﹤0.01%	680
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	$3.16K	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

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cedar Mountain Advisors's IEZ Position: Q3 2026 in Review

Cedar Mountain Advisors held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q3 2026 at 166 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Cedar Mountain Advisors first reported a position in IEZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $26.7K in Q3 2023. 14 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

Cedar Mountain Advisors held 166 shares of iShares US Oil Equipment & Services ETF worth $4.41K as of Q3 2026.
Cedar Mountain Advisors left its iShares US Oil Equipment & Services ETF share count unchanged in Q3 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #680 holding.
Cedar Mountain Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 13 quarters since.
Cedar Mountain Advisors's iShares US Oil Equipment & Services ETF position peaked at $26.7K in Q3 2023.
14 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.