CIBC Private Wealth Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$2.97K	Hold	142	–	–	﹤0.01%	2726
2025 Q3	$2.74K	Hold	142	–	–	﹤0.01%	2682
2025 Q2	$2.41K	Hold	142	–	–	﹤0.01%	2596
2025 Q1	$2.1K	Sell	142 -282	-67%	-$5.71K	﹤0.01%	2681
2024 Q4	$8.67K	Hold	424	–	–	﹤0.01%	2309
2024 Q3	$8.51K	Sell	424 -127	-23%	-$2.71K	﹤0.01%	2447
2024 Q2	$12K	Sell	551 -810	-60%	-$18.3K	﹤0.01%	2226
2024 Q1	$32.4K	Buy	+1,361	New	+$29K	﹤0.01%	1850

Other funds holding IEZ

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

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

CIBC Private Wealth Group's IEZ Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q4 2025 at 142 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

CIBC Private Wealth Group first reported a position in IEZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $32.4K in Q1 2024. 70 funds tracked by Wall St. Rank hold IEZ as of Q4 2025.

CIBC Private Wealth Group held 142 shares of iShares US Oil Equipment & Services ETF worth $2.97K as of Q4 2025.
CIBC Private Wealth Group left its iShares US Oil Equipment & Services ETF share count unchanged in Q4 2025.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2726 holding.
CIBC Private Wealth Group first reported a position in iShares US Oil Equipment & Services ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's iShares US Oil Equipment & Services ETF position peaked at $32.4K in Q1 2024.
70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.