John Overdeck’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

John Overdeck’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	$4.77M	Buy	+177,300	New	+$5.33M	﹤0.01%	2194
2024 Q2	–	Sell	-37,100	Closed	-$877K	–	3164
2024 Q1	$877K	Sell	37,100 -54,400	-59%	-$1.16M	﹤0.01%	2031
2023 Q4	$2.01M	Sell	91,500 -21,000	-19%	-$470K	﹤0.01%	1548
2023 Q3	$2.7M	Buy	112,500 +74,000	+192%	+$1.75M	0.01%	1216
2023 Q2	$775K	Buy	+38,500	New	+$730K	﹤0.01%	2093

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

John Overdeck's IEZ Position: Q2 2026 in Review

John Overdeck opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 177,300 shares worth $4.77M. The stake represents ﹤0.01% of the portfolio and ranks #2194 among its holdings. This is a return to the name: John Overdeck previously reported a position in IEZ as recently as Q1 2024.

John Overdeck first reported a position in IEZ in Q2 2023 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

John Overdeck held 177,300 shares of iShares US Oil Equipment & Services ETF worth $4.77M as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new John Overdeck position in Q2 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2194 holding.
John Overdeck first reported a position in iShares US Oil Equipment & Services ETF in Q2 2023 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.