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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
2026
Q2 		$86.6K Buy
+3,219
New +$96.8K ﹤0.01% 2161
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

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

Global Retirement Partners's IEZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 3,219 shares worth $86.6K. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IEZ as recently as Q4 2025.

Global Retirement Partners first reported a position in IEZ in Q3 2017 and has held it in 21 quarters since. The position peaked at $321K in Q1 2024. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Global Retirement Partners held 3,219 shares of iShares US Oil Equipment & Services ETF worth $86.6K as of Q2 2026.
  • iShares US Oil Equipment & Services ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2161 holding.
  • Global Retirement Partners first reported a position in iShares US Oil Equipment & Services ETF in Q3 2017 and has held it in 21 quarters since.
  • Global Retirement Partners's iShares US Oil Equipment & Services ETF position peaked at $321K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.