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Independent Financial Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Independent Financial Group’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 		$2.35M Sell
87,302
-35,794
-29% -$1.08M 0.04% 408
2026
Q1 		$3.56M Buy
123,096
+3,799
+3% +$101K 0.08% 246
2025
Q4 		$2.49M Sell
119,297
-901
-0.7% -$18.3K 0.06% 336
2025
Q3 		$2.32M Sell
120,198
-17,107
-12% -$314K 0.06% 343
2025
Q2 		$2.33M Sell
137,305
-48,982
-26% -$820K 0.06% 298
2025
Q1 		$3.63M Buy
186,287
+13,501
+8% +$273K 0.12% 165
2024
Q4 		$3.42M Buy
172,786
+53,832
+45% +$1.11M 0.11% 176
2024
Q3 		$2.39M Buy
118,954
+6,400
+6% +$137K 0.09% 231
2024
Q2 		$2.51M Sell
112,554
-799
-0.7% -$18.1K 0.1% 189
2024
Q1 		$2.68M Sell
113,353
-2,200
-2% -$46.9K 0.12% 164
2023
Q4 		$2.53M Sell
115,553
-21,692
-16% -$486K 0.14% 168
2023
Q3 		$3.3M Buy
137,245
+6,689
+5% +$158K 0.21% 97
2023
Q2 		$2.63M Sell
130,556
-17,029
-12% -$323K 0.18% 118
2023
Q1 		$2.85M Sell
147,585
-9,795
-6% -$209K 0.23% 105
2022
Q4 		$3.34M Buy
157,380
+4,467
+3% +$88.1K 0.29% 69
2022
Q3 		$2.2M Sell
152,913
-12,962
-8% -$203K 0.2% 99
2022
Q2 		$2.65M Buy
165,875
+14,639
+10% +$276K 0.28% 76
2022
Q1 		$2.92M Buy
151,236
+9,060
+6% +$152K 0.24% 86
2021
Q4 		$1.83M Buy
142,176
+15,170
+12% +$211K 0.15% 139
2021
Q3 		$1.74M Buy
127,006
+9,250
+8% +$123K 0.18% 117
2021
Q2 		$1.8M Sell
117,756
-24,969
-17% -$365K 0.19% 120
2021
Q1 		$1.91M Buy
142,725
+19,520
+16% +$262K 0.25% 97
2020
Q4 		$1.38M Buy
123,205
+716
+0.6% +$6.64K 0.2% 127
2020
Q3 		$883K Buy
122,489
+46,072
+60% +$408K 0.17% 144
2020
Q2 		$658K Buy
+76,417
New +$613K 0.14% 168

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

Independent Financial Group's IEZ Position: Q2 2026 in Review

Independent Financial Group reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 29% in Q2 2026, selling an estimated $1.08M and leaving 87,302 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #408.

Independent Financial Group first reported a position in IEZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.63M in Q1 2025. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Independent Financial Group held 87,302 shares of iShares US Oil Equipment & Services ETF worth $2.35M as of Q2 2026.
  • Independent Financial Group sold 35,794 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $1.08M.
  • iShares US Oil Equipment & Services ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #408 holding.
  • Independent Financial Group first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's iShares US Oil Equipment & Services ETF position peaked at $3.63M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.