Kesler Norman & Wride’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Kesler Norman & Wride’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	$368K	Buy	+13,690	New	+$412K	0.06%	225

Other funds holding IEZ

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Kesler Norman & Wride's IEZ Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 13,690 shares worth $368K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

16 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Kesler Norman & Wride held 13,690 shares of iShares US Oil Equipment & Services ETF worth $368K as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new Kesler Norman & Wride position in Q2 2026.
iShares US Oil Equipment & Services ETF made up 0.06% of Kesler Norman & Wride's portfolio in Q2 2026, its #225 holding.
16 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.