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 Q2	$85.8K	Buy	3,190 +1	+0%	+$30	﹤0.01%	2104
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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Harbour Investments's IEZ Position: Q2 2026 in Review

Harbour Investments increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.03% in Q2 2026, buying an estimated $30 and bringing the position to 3,190 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Harbour Investments first reported a position in IEZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $92.3K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Harbour Investments held 3,190 shares of iShares US Oil Equipment & Services ETF worth $85.8K as of Q2 2026.
Harbour Investments bought 1 iShares US Oil Equipment & Services ETF share in Q2 2026, an estimated $30.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2104 holding.
Harbour Investments first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's iShares US Oil Equipment & Services ETF position peaked at $92.3K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.