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 Q1	$229K	Buy	+7,903	New	+$210K	0.06%	88

Other funds holding IEZ

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPWM LLC's IEZ Position: Q1 2026 in Review

LPWM LLC opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026: 7,903 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings.

89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

LPWM LLC held 7,903 shares of iShares US Oil Equipment & Services ETF worth $229K as of Q1 2026.
iShares US Oil Equipment & Services ETF was a new LPWM LLC position in Q1 2026.
iShares US Oil Equipment & Services ETF made up 0.06% of LPWM LLC's portfolio in Q1 2026, its #88 holding.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.