MAI Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

MAI Capital Management’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	–	Sell	-1,841	Closed	-$53.3K	–	3323
2026 Q1	$53.3K	Hold	1,841	–	–	﹤0.01%	2186
2025 Q4	$38.4K	Hold	1,841	–	–	﹤0.01%	2165
2025 Q3	$35.5K	Hold	1,841	–	–	﹤0.01%	2120
2025 Q2	$31.2K	Hold	1,841	–	–	﹤0.01%	2125
2025 Q1	$35.9K	Sell	1,841 -1	-0.1%	-$20	﹤0.01%	1917
2024 Q4	$36.5K	Buy	+1,842	New	+$37.9K	﹤0.01%	1922

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

MAI Capital Management's IEZ Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 1,841 shares — an estimated $53.3K sold.

MAI Capital Management first reported a position in IEZ in Q4 2024 and held it in 6 quarters. The position peaked at $53.3K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

MAI Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,841 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $53.3K.
MAI Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares US Oil Equipment & Services ETF position peaked at $53.3K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.