HI
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Harbour Investments’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Harbour Investments’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
Q1 		$92.3K Buy
3,189
+318
+11% +$8.46K ﹤0.01% 1993
2025
Q4 		$59.9K Buy
2,871
+2,821
+5,642% +$57.3K ﹤0.01% 1882
2025
Q3 		$965 Hold
50
– – ﹤0.01% 3422
2025
Q2 		$849 Hold
50
– – ﹤0.01% 3304
2025
Q1 		$975 Hold
50
– – ﹤0.01% 3247
2024
Q4 		$991 Hold
50
– – ﹤0.01% 3175
2024
Q3 		$1K Hold
50
– – ﹤0.01% 3092
2024
Q2 		$1.11K Hold
50
– – ﹤0.01% 2975
2024
Q1 		$1.18K Hold
50
– – ﹤0.01% 2894
2023
Q4 		$1.1K Hold
50
– – ﹤0.01% 2806
2023
Q3 		$1.2K Hold
50
– – ﹤0.01% 2661
2023
Q2 		$1.01K Hold
50
– – ﹤0.01% 2697
2023
Q1 		$966 Hold
50
– – ﹤0.01% 2696
2022
Q4 		$1.06K Hold
50
– – ﹤0.01% 2675
2022
Q3 		$1K Hold
50
– – ﹤0.01% 2590
2022
Q2 		$1K Buy
+50
New +$942 ﹤0.01% 2590
2021
Q4 		$7K Sell
514
-2,010
-80% -$28K ﹤0.01% 2056
2021
Q3 		$35K Buy
2,524
+665
+36% +$8.87K ﹤0.01% 1980
2021
Q2 		$28K Sell
1,859
-440
-19% -$6.44K ﹤0.01% 2146
2021
Q1 		$31K Buy
+2,299
New +$30.9K ﹤0.01% 1951

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments's IEZ Position: Q1 2026 in Review

Harbour Investments increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 11% in Q1 2026, buying an estimated $8.46K and bringing the position to 3,189 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Harbour Investments first reported a position in IEZ in Q1 2021 and has held it in 20 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Harbour Investments held 3,189 shares of iShares US Oil Equipment & Services ETF worth $92.3K as of Q1 2026.
  • Harbour Investments bought 318 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $8.46K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1993 holding.
  • Harbour Investments first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and has held it in 20 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.