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

NBC Securities’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	$9.47K	Buy	352 +322	+1,073%	+$9.69K	﹤0.01%	1913
2026 Q1	$870	Hold	30	–	–	﹤0.01%	2430
2025 Q4	$626	Hold	30	–	–	﹤0.01%	2613
2025 Q3	$578	Buy	+30	New	+$551	﹤0.01%	2623
2024 Q2	–	Sell	-30	Closed	-$1K	–	2140
2024 Q1	$1K	Buy	+30	New	+$640	﹤0.01%	2086
2023 Q4	–	Sell	-110	Closed	-$2K	–	2173
2023 Q3	$2K	Buy	+110	New	+$2.6K	﹤0.01%	2004

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

NBC Securities's IEZ Position: Q2 2026 in Review

NBC Securities increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 1,073% in Q2 2026, buying an estimated $9.69K and bringing the position to 352 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

NBC Securities first reported a position in IEZ in Q3 2023 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

NBC Securities held 352 shares of iShares US Oil Equipment & Services ETF worth $9.47K as of Q2 2026.
NBC Securities bought 322 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $9.69K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1913 holding.
NBC Securities first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.