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Leelyn Smith’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Leelyn Smith’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
2022
Q4 		– Sell
-265
Closed -$4K – 481
2022
Q3 		$4K Buy
+265
New +$4.15K ﹤0.01% 383

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Leelyn Smith's IEZ Position: Q4 2022 in Review

Leelyn Smith sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2022, closing a stake of 265 shares — an estimated $4K sold.

Leelyn Smith first reported a position in IEZ in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 86 funds tracked by Wall St. Rank hold IEZ as of Q4 2022.

  • Leelyn Smith reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 265 iShares US Oil Equipment & Services ETF shares in Q4 2022, an estimated $4K.
  • Leelyn Smith first reported a position in iShares US Oil Equipment & Services ETF in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's iShares US Oil Equipment & Services ETF position peaked at $4K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.