FSA
IEZ icon

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

Financial Services 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
2026
Q1 		– Sell
-39,378
Closed -$822K – 65
2025
Q4 		$822K Buy
+39,378
New +$800K 0.3% 43
2022
Q2 		– Sell
-47,034
Closed -$907K – 17
2022
Q1 		$907K Buy
+47,034
New +$789K 1.41% 13

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Services Advisory's IEZ Position: Q1 2026 in Review

Financial Services Advisory sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026, closing a stake of 39,378 shares — an estimated $822K sold.

Financial Services Advisory first reported a position in IEZ in Q1 2022 and held it in 2 quarters. The position peaked at $907K in Q1 2022. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Financial Services Advisory reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Services Advisory sold 39,378 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $822K.
  • Financial Services Advisory first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and held it in 2 quarters.
  • Financial Services Advisory's iShares US Oil Equipment & Services ETF position peaked at $907K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.