JP Morgan Private Wealth Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q2	–	Sell	-71,317	Closed	-$1.38M	–	1675
2023 Q1	$1.38M	Sell	71,317 -833,597	-92%	-$17.8M	﹤0.01%	1026
2022 Q4	$19.2M	Sell	904,914 -45,140	-5%	-$890K	0.04%	311
2022 Q3	$13.7M	Buy	950,054 +553,315	+139%	+$8.67M	0.04%	341
2022 Q2	$6.34M	Buy	+396,739	New	+$7.47M	0.02%	510
2019 Q2	–	Sell	-11,600	Closed	-$293K	–	1418
2019 Q1	$293K	Sell	11,600 -1,450	-11%	-$35.7K	﹤0.01%	1218
2018 Q4	$266K	Buy	+13,050	New	+$368K	﹤0.01%	1225
2014 Q4	–	Sell	-3,815	Closed	-$253K	–	1113
2014 Q3	$253K	Sell	3,815 -4,290	-53%	-$311K	﹤0.01%	897
2014 Q2	$628K	Sell	8,105 -600	-7%	-$42.8K	0.01%	506
2014 Q1	$595K	Sell	8,705 -85	-1%	-$5.46K	0.01%	519
2013 Q4	$570K	Buy	8,790 +13	+0.1%	+$844	0.01%	429
2013 Q3	$550K	Sell	8,777 -344	-4%	-$20.9K	0.01%	420
2013 Q2	$517K	Buy	+9,121	New	+$521K	0.01%	408

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IEZ Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2023, closing a stake of 71,317 shares — an estimated $1.38M sold.

JP Morgan Private Wealth Advisors first reported a position in IEZ in Q2 2013 and held it in 12 quarters. The position peaked at $19.2M in Q4 2022. 64 funds tracked by Wall St. Rank hold IEZ as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 71,317 iShares US Oil Equipment & Services ETF shares in Q2 2023, an estimated $1.38M.
JP Morgan Private Wealth Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's iShares US Oil Equipment & Services ETF position peaked at $19.2M in Q4 2022.
64 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.