Koshinski Asset Management
IEZ icon

Koshinski Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Koshinski Asset 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
2021
Q2 		– Sell
-13,353
Closed -$179K – 587
2021
Q1 		$179K Buy
+13,353
New +$180K 0.02% 571

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management's IEZ Position: Q2 2021 in Review

Koshinski Asset Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 13,353 shares — an estimated $179K sold.

Koshinski Asset Management first reported a position in IEZ in Q1 2021 and held it in 1 quarter. The position peaked at $179K in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Koshinski Asset Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 13,353 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $179K.
  • Koshinski Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • Koshinski Asset Management's iShares US Oil Equipment & Services ETF position peaked at $179K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Koshinski Asset Management's 13F filing for Q2 2021, filed 26 Jul 2021.