Jones Financial Companies
IEZ icon

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

Jones Financial Companies’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
Q1 		$498K Buy
16,703
+10,841
+185% +$289K ﹤0.01% 2045
2025
Q4 		$122K Sell
5,862
-2,642
-31% -$53.6K ﹤0.01% 2139
2025
Q3 		$169K Sell
8,504
-7,051
-45% -$129K ﹤0.01% 1855
2025
Q2 		$265K Sell
15,555
-8,785
-36% -$147K ﹤0.01% 1541
2025
Q1 		$472K Buy
24,340
+11,702
+93% +$237K ﹤0.01% 1151
2024
Q4 		$250K Buy
12,638
+3,838
+44% +$79K ﹤0.01% 1253
2024
Q3 		$177K Buy
8,800
+3,201
+57% +$68.4K ﹤0.01% 1178
2024
Q2 		$125K Buy
+5,599
New +$127K ﹤0.01% 978

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies's IEZ Position: Q1 2026 in Review

Jones Financial Companies increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 185% in Q1 2026, buying an estimated $289K and bringing the position to 16,703 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Jones Financial Companies first reported a position in IEZ in Q2 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Jones Financial Companies held 16,703 shares of iShares US Oil Equipment & Services ETF worth $498K as of Q1 2026.
  • Jones Financial Companies bought 10,841 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $289K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2045 holding.
  • Jones Financial Companies first reported a position in iShares US Oil Equipment & Services ETF in Q2 2024 and has held it in 8 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.