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

Marshall Wace’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	-75,876	Closed	-$2.2M	–	3422
2026 Q1	$2.2M	Buy	+75,876	New	+$2.02M	﹤0.01%	1729
2024 Q4	–	Sell	-13,726	Closed	-$276K	–	2768
2024 Q3	$276K	Buy	13,726 +1,465	+12%	+$31.3K	﹤0.01%	2183
2024 Q2	$273K	Buy	+12,261	New	+$277K	﹤0.01%	2190
2023 Q2	–	Sell	-17,060	Closed	-$330K	–	2680
2023 Q1	$330K	Buy	+17,060	New	+$364K	﹤0.01%	2263
2022 Q3	–	Sell	-14,432	Closed	-$231K	–	3543
2022 Q2	$231K	Buy	+14,432	New	+$272K	﹤0.01%	3120
2021 Q1	–	Sell	-33,058	Closed	-$372K	–	2650
2020 Q4	$372K	Buy	33,058 +10,992	+50%	+$102K	﹤0.01%	1598
2020 Q3	$159K	Buy	22,066 +2,144	+11%	+$19K	﹤0.01%	1480
2020 Q2	$172K	Buy	+19,922	New	+$160K	﹤0.01%	1430

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

Marshall Wace's IEZ Position: Q2 2026 in Review

Marshall Wace sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 75,876 shares — an estimated $2.2M sold.

Marshall Wace first reported a position in IEZ in Q2 2020 and held it in 8 quarters. The position peaked at $2.2M in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Marshall Wace reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 75,876 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $2.2M.
Marshall Wace first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and held it in 8 quarters.
Marshall Wace's iShares US Oil Equipment & Services ETF position peaked at $2.2M in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.