Kingsview Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Kingsview Wealth Management’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
2025 Q2	–	Sell	-11,456	Closed	-$223K	–	1200
2025 Q1	$223K	Sell	11,456 -7,975	-41%	-$161K	﹤0.01%	999
2024 Q4	$385K	Sell	19,431 -6,967	-26%	-$143K	0.01%	818
2024 Q3	$530K	Sell	26,398 -1,696	-6%	-$36.3K	0.01%	695
2024 Q2	$626K	Sell	28,094 -5,252	-16%	-$119K	0.01%	622
2024 Q1	$789K	Sell	33,346 -12,317	-27%	-$263K	0.02%	562
2023 Q4	$1M	Sell	45,663 -56,531	-55%	-$1.27M	0.03%	472
2023 Q3	$2.46M	Sell	102,194 -2,033	-2%	-$48K	0.09%	236
2023 Q2	$2.1M	Buy	104,227 +32,969	+46%	+$625K	0.08%	245
2023 Q1	$1.38M	Buy	+71,258	New	+$1.52M	0.06%	315

Other funds holding IEZ

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kingsview Wealth Management's IEZ Position: Q2 2025 in Review

Kingsview Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 11,456 shares — an estimated $223K sold.

Kingsview Wealth Management first reported a position in IEZ in Q1 2023 and held it in 9 quarters. The position peaked at $2.46M in Q3 2023. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

Kingsview Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
Kingsview Wealth Management sold 11,456 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $223K.
Kingsview Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2023 and held it in 9 quarters.
Kingsview Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $2.46M in Q3 2023.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.