Grimes & Company’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.48M Buy
2024
Q3
$955K Sell
2024
Q2
$1.06M Buy
2024
Q1
$1.13M Sell
2023
Q4
$1.08M Buy
2023
Q3
$1.18M Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.02M Hold
2022
Q4
$1.12M Sell
2022
Q3
$793K Hold
2022
Q2
$879K Sell
2022
Q1
$1.14M Sell
2021
Q4
$1.13M Hold
2021
Q3
$1.2M Hold
2021
Q2
$1.35M Sell
2021
Q1
$1.26M Hold
2020
Q4
$1.06M Buy