Northwestern Mutual Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $155K | Buy |
9,114
+1,479
| +19% | +$25.1K | ﹤0.01% | 1850 |
|
2025
Q1 | $149K | Buy |
+7,635
| New | +$149K | ﹤0.01% | 1782 |
|
2023
Q4 | – | Sell |
-2,283
| Closed | -$54.9K | – | 3564 |
|
2023
Q3 | $54.9K | Buy |
+2,283
| New | +$54.9K | ﹤0.01% | 1935 |
|
2023
Q2 | – | Sell |
-220
| Closed | -$4.25K | – | 3463 |
|
2023
Q1 | $4.25K | Buy |
+220
| New | +$4.25K | ﹤0.01% | 2793 |
|
2022
Q3 | – | Sell |
-173
| Closed | -$3K | – | 3238 |
|
2022
Q2 | $3K | Buy |
+173
| New | +$3K | ﹤0.01% | 2840 |
|
2019
Q2 | – | Sell |
-121
| Closed | -$3K | – | 2600 |
|
2019
Q1 | $3K | Buy |
121
+99
| +450% | +$2.46K | ﹤0.01% | 2243 |
|
2018
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 2501 |
|
2018
Q3 | – | Sell |
-306
| Closed | -$11K | – | 2535 |
|
2018
Q2 | $11K | Buy |
+306
| New | +$11K | ﹤0.01% | 1810 |
|
2017
Q1 | – | Sell |
-66
| Closed | -$3K | – | 2193 |
|
2016
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 1964 |
|
2016
Q2 | – | Sell |
-56
| Closed | -$2K | – | 2146 |
|
2016
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 1889 |
|
2015
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1442 |
|