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Mid Atlantic Financial Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Mid Atlantic Financial 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
2021
Q2 		– Sell
-12,500
Closed -$168K – 941
2021
Q1 		$168K Buy
+12,500
New +$168K 0.01% 788

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Bank of America
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SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's IEZ Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 12,500 shares — an estimated $168K sold.

Mid Atlantic Financial Management first reported a position in IEZ in Q1 2021 and held it in 1 quarter. The position peaked at $168K in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Mid Atlantic Financial Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 12,500 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $168K.
  • Mid Atlantic Financial Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • Mid Atlantic Financial Management's iShares US Oil Equipment & Services ETF position peaked at $168K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.