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IEZ icon

NewEdge Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

NewEdge Advisors’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
Q1 		$864K Buy
+29,845
New +$794K ﹤0.01% 1592
2025
Q4 		– Sell
-442
Closed -$8.53K – 4304
2025
Q3 		$8.53K Hold
442
– – ﹤0.01% 3374
2025
Q2 		$7.5K Sell
442
-1,077
-71% -$18K ﹤0.01% 3300
2025
Q1 		$29.6K Hold
1,519
– – ﹤0.01% 2730
2024
Q4 		$30.1K Hold
1,519
– – ﹤0.01% 2684
2024
Q3 		$30.5K Hold
1,519
– – ﹤0.01% 2591
2024
Q2 		$33.8K Hold
1,519
– – ﹤0.01% 2466
2024
Q1 		$35.9K Sell
1,519
-616
-29% -$13.1K ﹤0.01% 2423
2023
Q4 		$46.8K Sell
2,135
-205
-9% -$4.59K ﹤0.01% 2255
2023
Q3 		$56.3K Hold
2,340
– – ﹤0.01% 2061
2023
Q2 		$47.1K Sell
2,340
-263
-10% -$4.98K ﹤0.01% 2097
2023
Q1 		$50.3K Hold
2,603
– – ﹤0.01% 1996
2022
Q4 		$55 Buy
+2,603
New +$51.3K ﹤0.01% 3453

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's IEZ Position: Q1 2026 in Review

NewEdge Advisors opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026: 29,845 shares worth $864K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in IEZ as recently as Q3 2025.

NewEdge Advisors first reported a position in IEZ in Q4 2022 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • NewEdge Advisors held 29,845 shares of iShares US Oil Equipment & Services ETF worth $864K as of Q1 2026.
  • iShares US Oil Equipment & Services ETF was a new NewEdge Advisors position in Q1 2026.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1592 holding.
  • NewEdge Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and has held it in 13 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.