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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.35K Buy
315
+1
+0.3% +$17 ﹤0.01% 2083
2025
Q1
$6.12K Buy
314
+2
+0.6% +$39 ﹤0.01% 1705
2024
Q4
$6.19K Buy
312
+1
+0.3% +$20 ﹤0.01% 1679
2024
Q3
$6.25K Buy
311
+1
+0.3% +$20 ﹤0.01% 1680
2024
Q2
$6.89K Buy
310
+2
+0.6% +$44 ﹤0.01% 1622
2024
Q1
$7.04K Buy
+308
New +$7.04K ﹤0.01% 1124