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 Q2	$1.37M	Sell	50,901 -12,799	-20%	-$385K	0.02%	749
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

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

ASN

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

Kestra Private Wealth Services's IEZ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 20% in Q2 2026, selling an estimated $385K and leaving 50,901 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #749.

Kestra Private Wealth Services first reported a position in IEZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Kestra Private Wealth Services held 50,901 shares of iShares US Oil Equipment & Services ETF worth $1.37M as of Q2 2026.
Kestra Private Wealth Services sold 12,799 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $385K.
iShares US Oil Equipment & Services ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #749 holding.
Kestra Private Wealth Services first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 10 quarters since.
Kestra Private Wealth Services's iShares US Oil Equipment & Services ETF position peaked at $1.84M in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.