Kestra Private Wealth Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
76,089
+50,255
| +195% | +$853K | 0.02% | 634 |
|
|
2025
Q1 | $504K | Buy |
+25,834
| New | +$504K | 0.01% | 955 |
|
|
2024
Q3 | – | Sell |
-9,237
| Closed | -$206K | – | 1414 |
|
|
2024
Q2 | $206K | Hold |
9,237
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q1 | $218K | Buy |
9,237
+93
| +1% | +$2.2K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $200K | Sell |
9,144
-5,866
| -39% | -$129K | 0.01% | 1104 |
|
|
2023
Q3 | $361K | Buy |
+15,010
| New | +$361K | 0.01% | 779 |
|