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 Q2	$803K	Hold	29,845	–	–	﹤0.01%	1806
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

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

NewEdge Advisors's IEZ Position: Q2 2026 in Review

NewEdge Advisors held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2026 at 29,845 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

NewEdge Advisors first reported a position in IEZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $864K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

NewEdge Advisors held 29,845 shares of iShares US Oil Equipment & Services ETF worth $803K as of Q2 2026.
NewEdge Advisors left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2026.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1806 holding.
NewEdge Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares US Oil Equipment & Services ETF position peaked at $864K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.