GWM
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Global Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Global Wealth Management’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 		$383K Buy
14,231
+32
+0.2% +$962 0.19% 29
2026
Q1 		$411K Buy
+14,199
New +$378K 0.22% 27

Other funds holding IEZ

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Global Wealth Management's IEZ Position: Q2 2026 in Review

Global Wealth Management increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.23% in Q2 2026, buying an estimated $962 and bringing the position to 14,231 shares worth $383K. The position accounts for 0.19% of the portfolio, ranked #29.

Global Wealth Management first reported a position in IEZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $411K in Q1 2026. 13 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Global Wealth Management held 14,231 shares of iShares US Oil Equipment & Services ETF worth $383K as of Q2 2026.
  • Global Wealth Management bought 32 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $962.
  • iShares US Oil Equipment & Services ETF made up 0.19% of Global Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Global Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • Global Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $411K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.