FFA
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Founders Financial Alliance’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Founders Financial Alliance’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 		$31.7K Buy
1,096
+2
+0.2% +$53 0.01% 552
2025
Q4 		$22.8K Buy
1,094
+2
+0.2% +$41 ﹤0.01% 470
2025
Q3 		$21.1K Buy
1,092
+4
+0.4% +$73 ﹤0.01% 559
2025
Q2 		$18.5K Buy
1,088
+3
+0.3% +$50 ﹤0.01% 432
2025
Q1 		$21.2K Buy
1,085
+3
+0.3% +$61 0.01% 491
2024
Q4 		$21.4K Buy
1,082
+2
+0.2% +$41 0.01% 435
2024
Q3 		$21.7K Buy
1,080
+3
+0.3% +$64 0.01% 448
2024
Q2 		$24K Buy
1,077
+3
+0.3% +$68 0.01% 428
2024
Q1 		$25.4K Buy
1,074
+2
+0.2% +$43 0.01% 428
2023
Q4 		$23.5K Buy
1,072
+3
+0.3% +$67 0.01% 391
2023
Q3 		$25.7K Hold
1,069
– – 0.01% 367
2023
Q2 		$21.5K Hold
1,069
– – 0.01% 409
2023
Q1 		$20.6K Buy
1,069
+2
+0.2% +$43 0.01% 371
2022
Q4 		$22.6K Buy
1,067
+2
+0.2% +$39 0.01% 386
2022
Q3 		$15K Buy
1,065
+1
+0.1% +$16 0.01% 397
2022
Q2 		$17K Sell
1,064
-1,107
-51% -$20.8K 0.01% 408
2022
Q1 		$42K Sell
2,171
-780
-26% -$13.1K 0.02% 335
2021
Q4 		$38K Sell
2,951
-632
-18% -$8.79K 0.02% 369
2021
Q3 		$49K Buy
3,583
+5
+0.1% +$67 0.02% 332
2021
Q2 		$53K Buy
3,578
+2
+0.1% +$29 0.02% 339
2021
Q1 		$53K Buy
+3,576
New +$48.1K 0.03% 326

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Founders Financial Alliance's IEZ Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.18% in Q1 2026, buying an estimated $53 and bringing the position to 1,096 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #552.

Founders Financial Alliance first reported a position in IEZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $53K in Q2 2021. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Founders Financial Alliance held 1,096 shares of iShares US Oil Equipment & Services ETF worth $31.7K as of Q1 2026.
  • Founders Financial Alliance bought 2 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $53.
  • iShares US Oil Equipment & Services ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #552 holding.
  • Founders Financial Alliance first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and has held it in 21 quarters since.
  • Founders Financial Alliance's iShares US Oil Equipment & Services ETF position peaked at $53K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.