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

Hoey 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
2022
Q2 		– Sell
-150
Closed -$3K – 295
2022
Q1 		$3K Buy
+150
New +$2.52K ﹤0.01% 217

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hoey Investments's IEZ Position: Q2 2022 in Review

Hoey Investments sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2022, closing a stake of 150 shares — an estimated $3K sold.

Hoey Investments first reported a position in IEZ in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 79 funds tracked by Wall St. Rank hold IEZ as of Q2 2022.

  • Hoey Investments reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2022 after selling out during the quarter.
  • Hoey Investments sold 150 iShares US Oil Equipment & Services ETF shares in Q2 2022, an estimated $3K.
  • Hoey Investments first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and held it in 1 quarter.
  • Hoey Investments's iShares US Oil Equipment & Services ETF position peaked at $3K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2022.

Based on Hoey Investments's 13F filing for Q2 2022, filed 11 Aug 2022.