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Monument Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Monument Capital 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
-196,934
Closed -$5.7M – 270
2026
Q1 		$5.7M Buy
+196,934
New +$5.24M 1.43% 13

Other funds holding IEZ

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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
BFA
Brendel Financial Advisors Hanover, New Hampshire $216M AUM 38.85% 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

Monument Capital Management's IEZ Position: Q2 2026 in Review

Monument Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 196,934 shares — an estimated $5.7M sold.

Monument Capital Management first reported a position in IEZ in Q1 2026 and held it in 1 quarter. The position peaked at $5.7M in Q1 2026. 23 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Monument Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Monument Capital Management sold 196,934 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $5.7M.
  • Monument Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2026 and held it in 1 quarter.
  • Monument Capital Management's iShares US Oil Equipment & Services ETF position peaked at $5.7M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.