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

Mariner’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	$929K	Buy	+32,095	New	+$854K	﹤0.01%	2024
2024 Q1	–	Sell	-60,317	Closed	-$1.32M	–	3182
2023 Q4	$1.32M	Buy	60,317 +1,536	+3%	+$34.4K	﹤0.01%	1254
2023 Q3	$1.41M	Buy	+58,781	New	+$1.39M	﹤0.01%	1148
2023 Q1	–	Sell	-41,298	Closed	-$876K	–	2831
2022 Q4	$876K	Buy	+41,298	New	+$814K	﹤0.01%	1311
2020 Q1	–	Sell	-16,137	Closed	-$328K	–	732
2019 Q4	$328K	Hold	16,137	–	–	﹤0.01%	655
2019 Q3	$284K	Buy	+16,137	New	+$310K	﹤0.01%	650

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

Mariner's IEZ Position: Q1 2026 in Review

Mariner opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026: 32,095 shares worth $929K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings. This is a return to the name: Mariner previously reported a position in IEZ as recently as Q4 2023.

Mariner first reported a position in IEZ in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.41M in Q3 2023. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

Mariner held 32,095 shares of iShares US Oil Equipment & Services ETF worth $929K as of Q1 2026.
iShares US Oil Equipment & Services ETF was a new Mariner position in Q1 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2024 holding.
Mariner first reported a position in iShares US Oil Equipment & Services ETF in Q3 2019 and has held it in 6 quarters since.
Mariner's iShares US Oil Equipment & Services ETF position peaked at $1.41M in Q3 2023.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.