Leuthold Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Leuthold Group’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
2024 Q2	–	Sell	-58,075	Closed	-$1.37M	–	194
2024 Q1	$1.37M	Buy	58,075 +2,929	+5%	+$62.5K	0.15%	128
2023 Q4	$1.21M	Buy	55,146 +5,135	+10%	+$115K	0.15%	123
2023 Q3	$1.2M	Buy	+50,011	New	+$1.18M	0.17%	126

Other funds holding IEZ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMI

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

VCAM

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

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

GCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

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

Leuthold Group's IEZ Position: Q2 2024 in Review

Leuthold Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2024, closing a stake of 58,075 shares — an estimated $1.37M sold.

Leuthold Group first reported a position in IEZ in Q3 2023 and held it in 3 quarters. The position peaked at $1.37M in Q1 2024. 78 funds tracked by Wall St. Rank hold IEZ as of Q2 2024.

Leuthold Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2024 after selling out during the quarter.
Leuthold Group sold 58,075 iShares US Oil Equipment & Services ETF shares in Q2 2024, an estimated $1.37M.
Leuthold Group first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and held it in 3 quarters.
Leuthold Group's iShares US Oil Equipment & Services ETF position peaked at $1.37M in Q1 2024.
78 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2024.

Based on Leuthold Group's 13F filing for Q2 2024, filed 12 Aug 2024.