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 Q2	$875K	Buy	32,194 +15,491	+93%	+$466K	﹤0.01%	1967
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

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

Two Sigma Investments New York $138B AUM 41.87% 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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Jones Financial Companies's IEZ Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 93% in Q2 2026, buying an estimated $466K and bringing the position to 32,194 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Jones Financial Companies first reported a position in IEZ in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Jones Financial Companies held 32,194 shares of iShares US Oil Equipment & Services ETF worth $875K as of Q2 2026.
Jones Financial Companies bought 15,491 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $466K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1967 holding.
Jones Financial Companies first reported a position in iShares US Oil Equipment & Services ETF in Q2 2024 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.