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 Q2	$8.62K	Buy	320 +1	+0.3%	+$30	﹤0.01%	2032
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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Clearstead Advisors's IEZ Position: Q2 2026 in Review

Clearstead Advisors increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.31% in Q2 2026, buying an estimated $30 and bringing the position to 320 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Clearstead Advisors first reported a position in IEZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.25K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Clearstead Advisors held 320 shares of iShares US Oil Equipment & Services ETF worth $8.62K as of Q2 2026.
Clearstead 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 Clearstead Advisors's portfolio in Q2 2026, its #2032 holding.
Clearstead Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2024 and has held it in 10 quarters since.
Clearstead Advisors's iShares US Oil Equipment & Services ETF position peaked at $9.25K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.