HighTower Advisors
IEZ icon

HighTower Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

HighTower Advisors’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 		– Sell
-108,412
Closed -$3.14M – 3913
2026
Q1 		$3.14M Buy
+108,412
New +$2.89M ﹤0.01% 1449
2024
Q1 		– Sell
-23,359
Closed -$511K – 3813
2023
Q4 		$511K Buy
23,359
+2,393
+11% +$53.6K ﹤0.01% 2306
2023
Q3 		$505K Buy
20,966
+5,946
+40% +$140K ﹤0.01% 2229
2023
Q2 		$302K Sell
15,020
-3,802
-20% -$72K ﹤0.01% 2557
2023
Q1 		$363K Sell
18,822
-115,575
-86% -$2.46M ﹤0.01% 2320
2022
Q4 		$2.85M Buy
134,397
+84,296
+168% +$1.66M 0.01% 1088
2022
Q3 		$721K Buy
50,101
+13,938
+39% +$218K ﹤0.01% 1799
2022
Q2 		$578K Sell
36,163
-21,328
-37% -$402K ﹤0.01% 1955
2022
Q1 		$1.11M Buy
57,491
+29,949
+109% +$503K ﹤0.01% 1700
2021
Q4 		$355K Sell
27,542
-5,092
-16% -$70.8K ﹤0.01% 2379
2021
Q3 		$447K Buy
32,634
+15,474
+90% +$206K ﹤0.01% 2124
2021
Q2 		$263K Buy
17,160
+5,284
+44% +$77.3K ﹤0.01% 2469
2021
Q1 		$159K Hold
11,876
– – ﹤0.01% 2667
2020
Q4 		$133K Buy
+11,876
New +$110K ﹤0.01% 2297

Other funds holding IEZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

HighTower Advisors's IEZ Position: Q2 2026 in Review

HighTower Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 108,412 shares — an estimated $3.14M sold.

HighTower Advisors first reported a position in IEZ in Q4 2020 and held it in 14 quarters. The position peaked at $3.14M in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • HighTower Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 108,412 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $3.14M.
  • HighTower Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2020 and held it in 14 quarters.
  • HighTower Advisors's iShares US Oil Equipment & Services ETF position peaked at $3.14M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.