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Ironwood Wealth Management (West Virginia)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2021
Q3 		– Sell
-100
Closed -$2K – 29
2021
Q2 		$2K Hold
100
– – ﹤0.01% 38
2021
Q1 		$1K Buy
+100
New +$1.34K ﹤0.01% 30

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
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s IEZ Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Ironwood Wealth Management (West Virginia) first reported a position in IEZ in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 47 funds tracked by Wall St. Rank hold IEZ as of Q3 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 100 iShares US Oil Equipment & Services ETF shares in Q3 2021, an estimated $2K.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 2 quarters.
  • Ironwood Wealth Management (West Virginia)'s iShares US Oil Equipment & Services ETF position peaked at $2K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.