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 Q3	$34.3K	Sell	1,292 -763	-37%	-$21.7K	﹤0.01%	333
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 $14.8B AUM 42.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Amica Mutual Insurance Providence, Rhode Island $1.21B AUM 20.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Lowe Brockenbrough & Co's IEZ Position: Q3 2026 in Review

Lowe Brockenbrough & Co reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 37% in Q3 2026, selling an estimated $21.7K and leaving 1,292 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Lowe Brockenbrough & Co first reported a position in IEZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $503K in Q4 2024. 59 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

Lowe Brockenbrough & Co held 1,292 shares of iShares US Oil Equipment & Services ETF worth $34.3K as of Q3 2026.
Lowe Brockenbrough & Co sold 763 iShares US Oil Equipment & Services ETF shares in Q3 2026, an estimated $21.7K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #333 holding.
Lowe Brockenbrough & Co first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 6 quarters since.
Lowe Brockenbrough & Co's iShares US Oil Equipment & Services ETF position peaked at $503K in Q4 2024.
59 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.