LBC
IEZ icon

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
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lowe Brockenbrough & Co's IEZ Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q1 2026 at 2,055 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Lowe Brockenbrough & Co first reported a position in IEZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $503K in Q4 2024. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Lowe Brockenbrough & Co held 2,055 shares of iShares US Oil Equipment & Services ETF worth $59.5K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares US Oil Equipment & Services ETF share count unchanged in Q1 2026.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #294 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares US Oil Equipment & Services ETF position peaked at $503K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.