LPL Financial
IEZ icon

LPL Financial’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

LPL Financial’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 		$3.55M Buy
122,757
+36,031
+42% +$959K ﹤0.01% 2936
2025
Q4 		$1.81M Sell
86,726
-17,658
-17% -$359K ﹤0.01% 3506
2025
Q3 		$2.01M Sell
104,384
-6,645
-6% -$122K ﹤0.01% 3312
2025
Q2 		$1.88M Buy
111,029
+633
+0.6% +$10.6K ﹤0.01% 3179
2025
Q1 		$2.15M Buy
110,396
+21,146
+24% +$428K ﹤0.01% 2892
2024
Q4 		$1.77M Buy
89,250
+3,535
+4% +$72.7K ﹤0.01% 2971
2024
Q3 		$1.72M Buy
85,715
+27,844
+48% +$595K ﹤0.01% 2877
2024
Q2 		$1.29M Sell
57,871
-4,649
-7% -$105K ﹤0.01% 3009
2024
Q1 		$1.48M Sell
62,520
-10,989
-15% -$234K ﹤0.01% 2824
2023
Q4 		$1.61M Sell
73,509
-18,451
-20% -$413K ﹤0.01% 2618
2023
Q3 		$2.21M Buy
91,960
+8,609
+10% +$203K ﹤0.01% 2212
2023
Q2 		$1.68M Sell
83,351
-26,079
-24% -$494K ﹤0.01% 2406
2023
Q1 		$2.11M Buy
109,430
+39,627
+57% +$844K ﹤0.01% 2101
2022
Q4 		$1.48M Buy
69,803
+10,017
+17% +$198K ﹤0.01% 2317
2022
Q3 		$861K Sell
59,786
-19,864
-25% -$311K ﹤0.01% 2661
2022
Q2 		$1.27M Buy
79,650
+13,242
+20% +$249K ﹤0.01% 2380
2022
Q1 		$1.28M Buy
66,408
+40,052
+152% +$672K ﹤0.01% 2411
2021
Q4 		$340K Sell
26,356
-1,287
-5% -$17.9K ﹤0.01% 3598
2021
Q3 		$378K Buy
27,643
+8,376
+43% +$112K ﹤0.01% 3461
2021
Q2 		$295K Sell
19,267
-4,564
-19% -$66.8K ﹤0.01% 3597
2021
Q1 		$320K Buy
23,831
+6,242
+35% +$83.9K ﹤0.01% 3420
2020
Q4 		$198K Sell
17,589
-3,123
-15% -$29K ﹤0.01% 3533
2020
Q3 		$149K Buy
20,712
+2,363
+13% +$20.9K ﹤0.01% 3282
2020
Q2 		$158K Buy
18,349
+3,778
+26% +$30.3K ﹤0.01% 3191
2020
Q1 		$87K Sell
14,571
-13,418
-48% -$191K ﹤0.01% 3020
2019
Q4 		$569K Sell
27,989
-2,511
-8% -$45.2K ﹤0.01% 2263
2019
Q3 		$537K Buy
30,500
+3,583
+13% +$68.9K ﹤0.01% 2210
2019
Q2 		$584K Sell
26,917
-44,192
-62% -$1.01M ﹤0.01% 2152
2019
Q1 		$1.8M Buy
71,109
+45,301
+176% +$1.12M ﹤0.01% 1249
2018
Q4 		$527K Sell
25,808
-10,971
-30% -$309K ﹤0.01% 2000
2018
Q3 		$1.31M Sell
36,779
-8,164
-18% -$290K ﹤0.01% 1473
2018
Q2 		$1.64M Buy
44,943
+7,532
+20% +$277K ﹤0.01% 1264
2018
Q1 		$1.21M Buy
37,411
+9,166
+32% +$324K ﹤0.01% 1464
2017
Q4 		$1.01M Buy
28,245
+5,120
+22% +$172K ﹤0.01% 1523
2017
Q3 		$817K Buy
23,125
+2,057
+10% +$67.6K ﹤0.01% 1577
2017
Q2 		$711K Sell
21,068
-2,971
-12% -$111K ﹤0.01% 1611
2017
Q1 		$1M Sell
24,039
-4,252
-15% -$189K 0.01% 1263
2016
Q4 		$1.31M Sell
28,291
-368
-1% -$15.5K 0.01% 1042
2016
Q3 		$1.12M Sell
28,659
-5,434
-16% -$206K 0.01% 1113
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% -$640K 0.01% 1100
2015
Q4 		$3.16M Buy
89,188
+36,324
+69% +$1.44M 0.01% 924
2015
Q3 		$2.09M Sell
52,864
-8,880
-14% -$369K 0.01% 818
2015
Q2 		$2.81M Sell
61,744
-1,985
-3% -$101K 0.01% 738
2015
Q1 		$3.02M Buy
63,729
+13,917
+28% +$661K 0.02% 722
2014
Q4 		$2.49M Buy
49,812
+24,067
+93% +$1.35M 0.01% 771
2014
Q3 		$1.66M Sell
25,745
-13,815
-35% -$1M 0.01% 961
2014
Q2 		$3.07M Buy
39,560
+19,256
+95% +$1.37M 0.02% 672
2014
Q1 		$1.39M Sell
20,304
-2,281
-10% -$146K 0.01% 1052
2013
Q4 		$1.46M Sell
22,585
-3,152
-12% -$205K 0.01% 1011
2013
Q3 		$1.67M Sell
25,737
-3,676
-12% -$224K 0.01% 885
2013
Q2 		$1.67M Buy
+29,413
New +$1.68M 0.01% 815

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

LPL Financial's IEZ Position: Q1 2026 in Review

LPL Financial increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 42% in Q1 2026, buying an estimated $959K and bringing the position to 122,757 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

LPL Financial first reported a position in IEZ in Q2 2013 and has held it in 52 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • LPL Financial held 122,757 shares of iShares US Oil Equipment & Services ETF worth $3.55M as of Q1 2026.
  • LPL Financial bought 36,031 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $959K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2936 holding.
  • LPL Financial first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 52 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.