NorthRock Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-180	Closed	-$3.51K	–	796
2025 Q1	$3.51K	Hold	180	–	–	﹤0.01%	812
2024 Q4	$3.57K	Hold	180	–	–	﹤0.01%	751
2024 Q3	$3.62K	Hold	180	–	–	﹤0.01%	793
2024 Q2	$4.01K	Hold	180	–	–	﹤0.01%	772
2024 Q1	$4.26K	Buy	+180	New	+$3.84K	﹤0.01%	768

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NorthRock Partners's IEZ Position: Q2 2025 in Review

NorthRock Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 180 shares — an estimated $3.51K sold.

NorthRock Partners first reported a position in IEZ in Q1 2024 and held it in 5 quarters. The position peaked at $4.26K in Q1 2024. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

NorthRock Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 180 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $3.51K.
NorthRock Partners first reported a position in iShares US Oil Equipment & Services ETF in Q1 2024 and held it in 5 quarters.
NorthRock Partners's iShares US Oil Equipment & Services ETF position peaked at $4.26K in Q1 2024.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.