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Clayton Financial Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Clayton Financial 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
2026
Q3 		$1.19K Buy
+45
New +$1.28K ﹤0.01% 273

Other funds holding IEZ

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Clayton Financial Group's IEZ Position: Q3 2026 in Review

Clayton Financial Group opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q3 2026: 45 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings.

6 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

  • Clayton Financial Group held 45 shares of iShares US Oil Equipment & Services ETF worth $1.19K as of Q3 2026.
  • iShares US Oil Equipment & Services ETF was a new Clayton Financial Group position in Q3 2026.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #273 holding.
  • 6 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.