Creekmur Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Creekmur Asset Management’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 Q3	$48	Buy	3 +1	+50%	+$18	﹤0.01%	754
2025 Q2	$42	Hold	2	–	–	﹤0.01%	764
2025 Q1	$48	Sell	2 -2	-50%	-$40	﹤0.01%	695
2024 Q4	$88	Sell	4 -1	-20%	-$21	﹤0.01%	828
2024 Q3	$108	Hold	5	–	–	﹤0.01%	901
2024 Q2	$120	Sell	5 -401	-99%	-$9.06K	﹤0.01%	943
2024 Q1	$9.61K	Sell	406 -3,954	-91%	-$84.3K	﹤0.01%	494
2023 Q4	$95.6K	Buy	+4,360	New	+$97.6K	0.03%	211

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creekmur Asset Management's IEZ Position: Q3 2025 in Review

Creekmur Asset Management increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 50% in Q3 2025, buying an estimated $18 and bringing the position to 3 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Creekmur Asset Management first reported a position in IEZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $95.6K in Q4 2023. 63 funds tracked by Wall St. Rank hold IEZ as of Q3 2025.

Creekmur Asset Management held 3 shares of iShares US Oil Equipment & Services ETF worth $48 as of Q3 2025.
Creekmur Asset Management bought 1 iShares US Oil Equipment & Services ETF share in Q3 2025, an estimated $18.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #754 holding.
Creekmur Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares US Oil Equipment & Services ETF position peaked at $95.6K in Q4 2023.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.