Great Diamond Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Great Diamond 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	$462K	Buy	+17,162	New	+$516K	0.08%	174
2023 Q2	–	Sell	-16,205	Closed	-$313K	–	224
2023 Q1	$313K	Buy	16,205 +2,832	+21%	+$60.3K	0.09%	164
2022 Q4	$284K	Buy	+13,373	New	+$264K	0.09%	167
2022 Q3	–	Sell	-13,592	Closed	-$217K	–	205
2022 Q2	$217K	Buy	+13,592	New	+$256K	0.07%	198

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

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Great Diamond Partners's IEZ Position: Q2 2026 in Review

Great Diamond Partners opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 17,162 shares worth $462K. The stake represents 0.08% of the portfolio and ranks #174 among its holdings. This is a return to the name: Great Diamond Partners previously reported a position in IEZ as recently as Q1 2023.

Great Diamond Partners first reported a position in IEZ in Q2 2022 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Great Diamond Partners held 17,162 shares of iShares US Oil Equipment & Services ETF worth $462K as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new Great Diamond Partners position in Q2 2026.
iShares US Oil Equipment & Services ETF made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #174 holding.
Great Diamond Partners first reported a position in iShares US Oil Equipment & Services ETF in Q2 2022 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.