MWM
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MinichMacGregor Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

MinichMacGregor Wealth 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
-686,398
Closed -$19.9M – 158
2026
Q1 		$19.9M Buy
+686,398
New +$18.3M 3.51% 5
2024
Q2 		– Sell
-66,473
Closed -$1.58M – 112
2024
Q1 		$1.58M Sell
66,473
-291,100
-81% -$6.21M 0.4% 48
2023
Q4 		$7.84M Sell
357,573
-22,382
-6% -$501K 2.26% 14
2023
Q3 		$9.13M Buy
+379,955
New +$8.98M 3.03% 9
2023
Q1 		– Sell
-79,253
Closed -$1.68M – 337
2022
Q4 		$1.68M Buy
+79,253
New +$1.56M 0.61% 37
2022
Q2 		– Sell
-109,289
Closed -$2.11M – 86
2022
Q1 		$2.11M Buy
+109,289
New +$1.83M 0.67% 36
2021
Q2 		– Sell
-336,984
Closed -$4.52M – 82
2021
Q1 		$4.52M Buy
+336,984
New +$4.53M 1.69% 21
2020
Q3 		– Sell
-403,926
Closed -$3.48M – 68
2020
Q2 		$3.48M Buy
+403,926
New +$3.24M 1.92% 17

Other funds holding IEZ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

MinichMacGregor Wealth Management's IEZ Position: Q2 2026 in Review

MinichMacGregor Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 686,398 shares — an estimated $19.9M sold.

MinichMacGregor Wealth Management first reported a position in IEZ in Q2 2020 and held it in 8 quarters. The position peaked at $19.9M in Q1 2026. 22 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • MinichMacGregor Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 686,398 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $19.9M.
  • MinichMacGregor Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and held it in 8 quarters.
  • MinichMacGregor Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $19.9M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.