Jones Financial Companies
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Sell
15,555
-8,785
-36% -$150K ﹤0.01% 1541
2025
Q1 		$472K Buy
24,340
+11,702
+93% +$227K ﹤0.01% 1151
2024
Q4 		$250K Buy
12,638
+3,838
+44% +$76K ﹤0.01% 1253
2024
Q3 		$177K Buy
8,800
+3,201
+57% +$64.3K ﹤0.01% 1178
2024
Q2 		$125K Buy
+5,599
New +$125K ﹤0.01% 978