Envestnet Asset Management
IEZ icon

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

Envestnet 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
2026
Q2 		$1.19M Sell
44,383
-17,316
-28% -$521K ﹤0.01% 3521
2026
Q1 		$1.79M Buy
61,699
+13,953
+29% +$371K ﹤0.01% 3087
2025
Q4 		$996K Sell
47,746
-20,107
-30% -$408K ﹤0.01% 3269
2025
Q3 		$1.31M Buy
67,853
+12,624
+23% +$232K ﹤0.01% 3177
2025
Q2 		$937K Buy
55,229
+14,446
+35% +$242K ﹤0.01% 3313
2025
Q1 		$795K Buy
+40,783
New +$825K ﹤0.01% 3348
2024
Q2 		– Sell
-22,478
Closed -$532K – 4231
2024
Q1 		$532K Sell
22,478
-27,566
-55% -$588K ﹤0.01% 3392
2023
Q4 		$1.1M Sell
50,044
-7,722
-13% -$173K ﹤0.01% 2876
2023
Q3 		$1.39M Buy
+57,766
New +$1.36M ﹤0.01% 2578
2023
Q2 		– Sell
-15,041
Closed -$291K – 4018
2023
Q1 		$291K Sell
15,041
-73,097
-83% -$1.56M ﹤0.01% 3459
2022
Q4 		$1.87M Buy
+88,138
New +$1.74M ﹤0.01% 2203
2022
Q3 		– Sell
-24,578
Closed -$393K – 3964
2022
Q2 		$393K Sell
24,578
-84,098
-77% -$1.58M ﹤0.01% 3193
2022
Q1 		$2.1M Buy
+108,676
New +$1.82M ﹤0.01% 2169
2021
Q2 		– Sell
-300,484
Closed -$4.03M – 3666
2021
Q1 		$4.03M Buy
+300,484
New +$4.04M ﹤0.01% 1540
2020
Q3 		– Sell
-592,530
Closed -$5.1M – 3133
2020
Q2 		$5.1M Buy
+592,530
New +$4.76M 0.01% 1114
2018
Q4 		– Sell
-14,164
Closed -$506K – 2899
2018
Q3 		$506K Sell
14,164
-3,549
-20% -$126K ﹤0.01% 920
2018
Q2 		$648K Buy
+17,713
New +$650K ﹤0.01% 1209
2016
Q1 		– Sell
-2,592
Closed -$93K – 3120
2015
Q4 		$93K Sell
2,592
-97
-4% -$3.84K ﹤0.01% 2398
2015
Q3 		$98K Buy
+2,689
New +$112K ﹤0.01% 2357
2015
Q1 		– Sell
-2
Closed – – 2216
2014
Q4 		$0 Sell
2
-82
-98% -$4.61K ﹤0.01% 2614
2014
Q3 		$6K Hold
84
– – ﹤0.01% 2264
2014
Q2 		$6K Hold
84
– – ﹤0.01% 2227
2014
Q1 		$6K Hold
84
– – ﹤0.01% 2050
2013
Q4 		$5K Sell
84
-12
-13% -$779 ﹤0.01% 1991
2013
Q3 		$6K Hold
96
– – ﹤0.01% 1865
2013
Q2 		$5K Buy
+96
New +$5.49K ﹤0.01% 1879

Other funds holding IEZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
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

Envestnet Asset Management's IEZ Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 28% in Q2 2026, selling an estimated $521K and leaving 44,383 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Envestnet Asset Management first reported a position in IEZ in Q2 2013 and has held it in 26 quarters since. The position peaked at $5.1M in Q2 2020. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Envestnet Asset Management held 44,383 shares of iShares US Oil Equipment & Services ETF worth $1.19M as of Q2 2026.
  • Envestnet Asset Management sold 17,316 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $521K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3521 holding.
  • Envestnet Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 26 quarters since.
  • Envestnet Asset Management's iShares US Oil Equipment & Services ETF position peaked at $5.1M in Q2 2020.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.