GRP
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Global Retirement Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Global Retirement Partners’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
2025
Q4 		$67.2K Sell
3,219
-735
-19% -$14.9K ﹤0.01% 2165
2025
Q3 		$76.3K Sell
3,954
-4,882
-55% -$89.6K ﹤0.01% 1662
2025
Q2 		$150K Buy
+8,836
New +$148K ﹤0.01% 1227
2024
Q4 		$233K Sell
11,776
-439
-4% -$9.03K 0.01% 889
2024
Q3 		$245K Sell
12,215
-1,374
-10% -$29.4K 0.01% 843
2024
Q2 		$303K Buy
13,589
+33
+0.2% +$746 0.01% 739
2024
Q1 		$321K Sell
13,556
-176
-1% -$3.75K 0.01% 637
2023
Q4 		$276K Buy
13,732
+10,885
+382% +$244K 0.01% 638
2023
Q3 		$64.1K Buy
2,847
+314
+12% +$7.42K ﹤0.01% 1149
2023
Q2 		$51K Buy
2,533
+2,343
+1,233% +$44.4K ﹤0.01% 1268
2023
Q1 		$3.36K Buy
190
+1
+0.5% +$21 ﹤0.01% 2308
2022
Q4 		$4.01K Buy
189
+187
+9,350% +$3.69K ﹤0.01% 2098
2022
Q3 		$0 Sell
2
-3,451
-100% -$54.1K ﹤0.01% 2831
2022
Q2 		$55K Buy
3,453
+258
+8% +$4.86K ﹤0.01% 956
2022
Q1 		$62K Buy
+3,195
New +$53.6K ﹤0.01% 909
2020
Q3 		– Sell
-11,757
Closed -$101K – 1671
2020
Q2 		$101K Sell
11,757
-1,596
-12% -$12.8K 0.02% 488
2020
Q1 		$79K Buy
13,353
+2,819
+27% +$40.1K 0.01% 476
2019
Q4 		$214K Buy
10,534
+306
+3% +$5.51K 0.03% 359
2019
Q3 		$180K Buy
+10,228
New +$197K 0.03% 380
2017
Q4 		– Sell
-281
Closed -$10K – 1444
2017
Q3 		$10K Buy
+281
New +$9.24K ﹤0.01% 832

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Global Retirement Partners's IEZ Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 19% in Q4 2025, selling an estimated $14.9K and leaving 3,219 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Global Retirement Partners first reported a position in IEZ in Q3 2017 and has held it in 20 quarters since. The position peaked at $321K in Q1 2024. 70 funds tracked by Wall St. Rank hold IEZ as of Q4 2025.

  • Global Retirement Partners held 3,219 shares of iShares US Oil Equipment & Services ETF worth $67.2K as of Q4 2025.
  • Global Retirement Partners sold 735 iShares US Oil Equipment & Services ETF shares in Q4 2025, an estimated $14.9K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2165 holding.
  • Global Retirement Partners first reported a position in iShares US Oil Equipment & Services ETF in Q3 2017 and has held it in 20 quarters since.
  • Global Retirement Partners's iShares US Oil Equipment & Services ETF position peaked at $321K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.