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Continuum Advisory’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-800
Closed -$15.6K – 949
2025
Q1 		$15.6K Buy
+800
New +$16.2K ﹤0.01% 898

Other funds holding IEZ

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Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Continuum Advisory's IEZ Position: Q2 2025 in Review

Continuum Advisory sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 800 shares — an estimated $15.6K sold.

Continuum Advisory first reported a position in IEZ in Q1 2025 and held it in 1 quarter. The position peaked at $15.6K in Q1 2025. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

  • Continuum Advisory reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 800 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $15.6K.
  • Continuum Advisory first reported a position in iShares US Oil Equipment & Services ETF in Q1 2025 and held it in 1 quarter.
  • Continuum Advisory's iShares US Oil Equipment & Services ETF position peaked at $15.6K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.