Kestra Private Wealth Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Kestra Private Wealth Services’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	$1.84M	Sell	63,700 -2,694	-4%	-$71.7K	0.02%	579
2025 Q4	$1.39M	Sell	66,394 -5,769	-8%	-$117K	0.02%	668
2025 Q3	$1.39M	Sell	72,163 -3,926	-5%	-$72.1K	0.02%	650
2025 Q2	$1.29M	Buy	76,089 +50,255	+195%	+$841K	0.02%	636
2025 Q1	$504K	Buy	+25,834	New	+$523K	0.01%	956
2024 Q3	–	Sell	-9,237	Closed	-$206K	–	1415
2024 Q2	$206K	Hold	9,237	–	–	﹤0.01%	1229
2024 Q1	$218K	Buy	9,237 +93	+1%	+$1.98K	﹤0.01%	1142
2023 Q4	$200K	Sell	9,144 -5,866	-39%	-$131K	0.01%	1104
2023 Q3	$361K	Buy	+15,010	New	+$355K	0.01%	779

Other funds holding IEZ

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's IEZ Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 4.1% in Q1 2026, selling an estimated $71.7K and leaving 63,700 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #579.

Kestra Private Wealth Services first reported a position in IEZ in Q3 2023 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

Kestra Private Wealth Services held 63,700 shares of iShares US Oil Equipment & Services ETF worth $1.84M as of Q1 2026.
Kestra Private Wealth Services sold 2,694 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $71.7K.
iShares US Oil Equipment & Services ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #579 holding.
Kestra Private Wealth Services first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.