Lowe Brockenbrough & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Lowe Brockenbrough & Co’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
2026 Q2	$55.3K	Hold	2,055	–	–	﹤0.01%	301
2026 Q1	$59.5K	Hold	2,055	–	–	﹤0.01%	294
2025 Q4	$42.9K	Buy	+2,055	New	+$41.7K	﹤0.01%	301
2025 Q2	–	Sell	-12,841	Closed	-$250K	–	318
2025 Q1	$250K	Sell	12,841 -12,549	-49%	-$254K	0.02%	252
2024 Q4	$503K	Buy	+25,390	New	+$522K	0.03%	215

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Lowe Brockenbrough & Co's IEZ Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2026 at 2,055 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Lowe Brockenbrough & Co first reported a position in IEZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $503K in Q4 2024. 94 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Lowe Brockenbrough & Co held 2,055 shares of iShares US Oil Equipment & Services ETF worth $55.3K as of Q2 2026.
Lowe Brockenbrough & Co left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #301 holding.
Lowe Brockenbrough & Co first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 5 quarters since.
Lowe Brockenbrough & Co's iShares US Oil Equipment & Services ETF position peaked at $503K in Q4 2024.
94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.