CA
IEZ icon

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

Clearstead 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
Q1 		$9.25K Hold
319
– – ﹤0.01% 1605
2025
Q4 		$6.65K Buy
319
+2
+0.6% +$41 ﹤0.01% 1968
2025
Q3 		$6.12K Buy
317
+2
+0.6% +$37 ﹤0.01% 2083
2025
Q2 		$5.35K Buy
315
+1
+0.3% +$17 ﹤0.01% 2088
2025
Q1 		$6.12K Buy
314
+2
+0.6% +$40 ﹤0.01% 1709
2024
Q4 		$6.19K Buy
312
+1
+0.3% +$21 ﹤0.01% 1682
2024
Q3 		$6.25K Buy
311
+1
+0.3% +$21 ﹤0.01% 1682
2024
Q2 		$6.89K Buy
310
+2
+0.6% +$45 ﹤0.01% 1623
2024
Q1 		$7.04K Buy
+308
New +$6.57K ﹤0.01% 1125

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return