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LPWM LLC’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

LPWM LLC’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 		$213K Hold
7,903
– – 0.05% 93
2026
Q1 		$229K Buy
+7,903
New +$210K 0.06% 88

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Wells Fargo
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Bank of America
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Royal Bank of Canada
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Two Sigma Investments
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCAM
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Advisory Services Network
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LPWM LLC's IEZ Position: Q2 2026 in Review

LPWM LLC held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2026 at 7,903 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #93.

LPWM LLC first reported a position in IEZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • LPWM LLC held 7,903 shares of iShares US Oil Equipment & Services ETF worth $213K as of Q2 2026.
  • LPWM LLC left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2026.
  • iShares US Oil Equipment & Services ETF made up 0.05% of LPWM LLC's portfolio in Q2 2026, its #93 holding.
  • LPWM LLC first reported a position in iShares US Oil Equipment & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • LPWM LLC's iShares US Oil Equipment & Services ETF position peaked at $229K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.