CX Institutional’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

CX Institutional’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 Q3	$10K	Buy	+375	New	+$10.7K	﹤0.01%	1353

Other funds holding IEZ

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CX Institutional's IEZ Position: Q3 2026 in Review

CX Institutional opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q3 2026: 375 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

6 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

CX Institutional held 375 shares of iShares US Oil Equipment & Services ETF worth $10K as of Q3 2026.
iShares US Oil Equipment & Services ETF was a new CX Institutional position in Q3 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1353 holding.
6 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.