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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.43K Sell
2025
Q1
$17K Hold
2024
Q4
$17.2K Buy
2023
Q4
Sell
2023
Q3
$6.01K Hold
2023
Q2
$5.03K Hold
2023
Q1
$4.83K Buy