Main Street Financial Solutions’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$759K	Buy	36,348 +12	+0%	+$244	0.06%	263
2025 Q3	$701K	Sell	36,336 -2,085	-5%	-$38.3K	0.04%	310
2025 Q2	$652K	Buy	38,421 +11,300	+42%	+$189K	0.05%	302
2025 Q1	$529K	Buy	+27,121	New	+$549K	0.05%	310

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Main Street Financial Solutions's IEZ Position: Q4 2025 in Review

Main Street Financial Solutions increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.03% in Q4 2025, buying an estimated $244 and bringing the position to 36,348 shares worth $759K. The position accounts for 0.06% of the portfolio, ranked #263.

Main Street Financial Solutions first reported a position in IEZ in Q1 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold IEZ as of Q4 2025.

Main Street Financial Solutions held 36,348 shares of iShares US Oil Equipment & Services ETF worth $759K as of Q4 2025.
Main Street Financial Solutions bought 12 iShares US Oil Equipment & Services ETF shares in Q4 2025, an estimated $244.
iShares US Oil Equipment & Services ETF made up 0.06% of Main Street Financial Solutions's portfolio in Q4 2025, its #263 holding.
Main Street Financial Solutions first reported a position in iShares US Oil Equipment & Services ETF in Q1 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.