LPL Financial’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.88M | Buy |
111,029
+633
| +0.6% | +$10.7K | ﹤0.01% | 3159 |
|
2025
Q1 | $2.15M | Buy |
110,396
+21,146
| +24% | +$412K | ﹤0.01% | 2872 |
|
2024
Q4 | $1.77M | Buy |
89,250
+3,535
| +4% | +$70K | ﹤0.01% | 2955 |
|
2024
Q3 | $1.72M | Buy |
85,715
+27,844
| +48% | +$559K | ﹤0.01% | 2849 |
|
2024
Q2 | $1.29M | Sell |
57,871
-4,649
| -7% | -$104K | ﹤0.01% | 2975 |
|
2024
Q1 | $1.48M | Sell |
62,520
-10,989
| -15% | -$260K | ﹤0.01% | 2801 |
|
2023
Q4 | $1.61M | Sell |
73,509
-18,451
| -20% | -$404K | ﹤0.01% | 2599 |
|
2023
Q3 | $2.21M | Buy |
91,960
+8,609
| +10% | +$207K | ﹤0.01% | 2205 |
|
2023
Q2 | $1.68M | Sell |
83,351
-26,079
| -24% | -$525K | ﹤0.01% | 2394 |
|
2023
Q1 | $2.11M | Buy |
109,430
+39,627
| +57% | +$766K | ﹤0.01% | 2098 |
|
2022
Q4 | $1.48M | Buy |
69,803
+10,017
| +17% | +$212K | ﹤0.01% | 2313 |
|
2022
Q3 | $861K | Sell |
59,786
-19,864
| -25% | -$286K | ﹤0.01% | 2654 |
|
2022
Q2 | $1.27M | Buy |
79,650
+13,242
| +20% | +$211K | ﹤0.01% | 2375 |
|
2022
Q1 | $1.28M | Buy |
66,408
+40,052
| +152% | +$772K | ﹤0.01% | 2405 |
|
2021
Q4 | $340K | Sell |
26,356
-1,287
| -5% | -$16.6K | ﹤0.01% | 3587 |
|
2021
Q3 | $378K | Buy |
27,643
+8,376
| +43% | +$115K | ﹤0.01% | 3445 |
|
2021
Q2 | $295K | Sell |
19,267
-4,564
| -19% | -$69.9K | ﹤0.01% | 3584 |
|
2021
Q1 | $320K | Buy |
23,831
+6,242
| +35% | +$83.8K | ﹤0.01% | 3408 |
|
2020
Q4 | $198K | Sell |
17,589
-3,123
| -15% | -$35.2K | ﹤0.01% | 3516 |
|
2020
Q3 | $149K | Buy |
20,712
+2,363
| +13% | +$17K | ﹤0.01% | 3262 |
|
2020
Q2 | $158K | Buy |
18,349
+3,778
| +26% | +$32.5K | ﹤0.01% | 3162 |
|
2020
Q1 | $87K | Sell |
14,571
-13,418
| -48% | -$80.1K | ﹤0.01% | 3011 |
|
2019
Q4 | $569K | Sell |
27,989
-2,511
| -8% | -$51K | ﹤0.01% | 2259 |
|
2019
Q3 | $537K | Buy |
30,500
+3,583
| +13% | +$63.1K | ﹤0.01% | 2207 |
|
2019
Q2 | $584K | Sell |
26,917
-44,192
| -62% | -$959K | ﹤0.01% | 2146 |
|
2019
Q1 | $1.8M | Buy |
71,109
+45,301
| +176% | +$1.14M | ﹤0.01% | 1245 |
|
2018
Q4 | $527K | Sell |
25,808
-10,971
| -30% | -$224K | ﹤0.01% | 1988 |
|
2018
Q3 | $1.31M | Sell |
36,779
-8,164
| -18% | -$291K | ﹤0.01% | 1466 |
|
2018
Q2 | $1.64M | Buy |
44,943
+7,532
| +20% | +$275K | ﹤0.01% | 1257 |
|
2018
Q1 | $1.21M | Buy |
37,411
+9,166
| +32% | +$297K | ﹤0.01% | 1453 |
|
2017
Q4 | $1.02M | Buy |
28,245
+5,120
| +22% | +$184K | ﹤0.01% | 1515 |
|
2017
Q3 | $817K | Buy |
23,125
+2,057
| +10% | +$72.7K | ﹤0.01% | 1569 |
|
2017
Q2 | $711K | Sell |
21,068
-2,971
| -12% | -$100K | ﹤0.01% | 1606 |
|
2017
Q1 | $1M | Sell |
24,039
-4,252
| -15% | -$177K | 0.01% | 1263 |
|
2016
Q4 | $1.31M | Sell |
28,291
-368
| -1% | -$17.1K | 0.01% | 1042 |
|
2016
Q3 | $1.12M | Sell |
28,659
-5,434
| -16% | -$212K | 0.01% | 1112 |
|
2016
Q2 | $1.28M | Sell |
34,093
-35,633
| -51% | -$1.34M | 0.01% | 1013 |
|
2016
Q1 | $2.37M | Sell |
69,726
-19,462
| -22% | -$661K | 0.01% | 1100 |
|
2015
Q4 | $3.16M | Buy |
89,188
+36,324
| +69% | +$1.29M | 0.01% | 924 |
|
2015
Q3 | $2.09M | Sell |
52,864
-8,880
| -14% | -$351K | 0.01% | 818 |
|
2015
Q2 | $2.82M | Sell |
61,744
-1,985
| -3% | -$90.5K | 0.01% | 738 |
|
2015
Q1 | $3.02M | Buy |
63,729
+13,917
| +28% | +$660K | 0.02% | 722 |
|
2014
Q4 | $2.49M | Buy |
49,812
+24,067
| +93% | +$1.2M | 0.01% | 771 |
|
2014
Q3 | $1.66M | Sell |
25,745
-13,815
| -35% | -$891K | 0.01% | 961 |
|
2014
Q2 | $3.07M | Buy |
39,560
+19,256
| +95% | +$1.49M | 0.02% | 672 |
|
2014
Q1 | $1.39M | Sell |
20,304
-2,281
| -10% | -$156K | 0.01% | 1052 |
|
2013
Q4 | $1.46M | Sell |
22,585
-3,152
| -12% | -$204K | 0.01% | 1011 |
|
2013
Q3 | $1.67M | Sell |
25,737
-3,676
| -12% | -$239K | 0.01% | 885 |
|
2013
Q2 | $1.67M | Buy |
+29,413
| New | +$1.67M | 0.01% | 815 |
|