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

IFP 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
2023
Q1 		– Sell
-31
Closed -$1K – 3885
2022
Q4 		$1K Hold
31
– – ﹤0.01% 4371
2022
Q3 		$1K Hold
31
– – ﹤0.01% 4578
2022
Q2 		$1K Hold
31
– – ﹤0.01% 4352
2022
Q1 		$1K Buy
+31
New +$520 ﹤0.01% 4351
2021
Q3 		– Sell
-500
Closed -$8K – 3413
2021
Q2 		$8K Hold
500
– – ﹤0.01% 2295
2021
Q1 		$7K Buy
+500
New +$6.72K ﹤0.01% 2282
2019
Q4 		– Sell
-174
Closed -$3.13K – 2969
2019
Q3 		$4K Buy
+174
New +$3.34K ﹤0.01% 2434
2019
Q1 		$6K Hold
243
– – ﹤0.01% 1790
2018
Q4 		$5K Hold
243
– – ﹤0.01% 2842
2018
Q3 		$9K Hold
243
– – ﹤0.01% 2905
2018
Q2 		$9K Sell
243
-246
-50% -$9.03K ﹤0.01% 2960
2018
Q1 		$18K Hold
489
– – ﹤0.01% 2442
2017
Q4 		$18K Sell
489
-1,141
-70% -$38.4K ﹤0.01% 2478
2017
Q3 		$58K Sell
1,630
-109
-6% -$3.58K ﹤0.01% 1901
2017
Q2 		$59K Sell
1,739
-290
-14% -$10.8K ﹤0.01% 1850
2017
Q1 		$85K Sell
2,029
-600
-23% -$26.6K ﹤0.01% 1591
2016
Q4 		$119K Sell
2,629
-410
-13% -$17.2K 0.01% 1344
2016
Q3 		$120K Sell
3,039
-381
-11% -$14.4K 0.01% 1271
2016
Q2 		$132K Buy
3,420
+3,177
+1,307% +$119K 0.01% 1184
2016
Q1 		$6K Sell
243
-2,102
-90% -$69.2K ﹤0.01% 1787
2015
Q4 		$84K Buy
+2,345
New +$92.8K 0.01% 1276

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFP Advisors's IEZ Position: Q1 2023 in Review

IFP Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2023, closing a stake of 31 shares — an estimated $1K sold.

IFP Advisors first reported a position in IEZ in Q4 2015 and held it in 21 quarters. The position peaked at $132K in Q2 2016. 82 funds tracked by Wall St. Rank hold IEZ as of Q1 2023.

  • IFP Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 31 iShares US Oil Equipment & Services ETF shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2015 and held it in 21 quarters.
  • IFP Advisors's iShares US Oil Equipment & Services ETF position peaked at $132K in Q2 2016.
  • 82 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.