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

Intrua Financial’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
2025 Q2	–	Sell	-12,381	Closed	-$241K	–	381
2025 Q1	$241K	Hold	12,381	–	–	0.04%	323
2024 Q4	$245K	Sell	12,381 -2,448	-17%	-$50.4K	0.04%	315
2024 Q3	$298K	Hold	14,829	–	–	0.04%	308
2024 Q2	$330K	Hold	14,829	–	–	0.05%	288
2024 Q1	$351K	Hold	14,829	–	–	0.05%	292
2023 Q4	$325K	Hold	14,829	–	–	0.05%	303
2023 Q3	$356K	Hold	14,829	–	–	0.06%	248
2023 Q2	$298K	Buy	14,829 +448	+3%	+$8.49K	0.05%	277
2023 Q1	$254K	Hold	14,381	–	–	0.05%	280
2022 Q4	$318K	Buy	+14,381	New	+$284K	0.07%	246

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Intrua Financial's IEZ Position: Q2 2025 in Review

Intrua Financial sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 12,381 shares — an estimated $241K sold.

Intrua Financial first reported a position in IEZ in Q4 2022 and held it in 10 quarters. The position peaked at $356K in Q3 2023. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

Intrua Financial reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
Intrua Financial sold 12,381 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $241K.
Intrua Financial first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and held it in 10 quarters.
Intrua Financial's iShares US Oil Equipment & Services ETF position peaked at $356K in Q3 2023.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.