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NWAM LLC’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

NWAM LLC’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 		– Sell
-29,934
Closed -$761K – 648
2025
Q4 		$761K Buy
+29,934
New +$608K 0.04% 321

Other funds holding IEZ

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Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWAM LLC's IEZ Position: Q1 2026 in Review

NWAM LLC sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026, closing a stake of 29,934 shares — an estimated $761K sold.

NWAM LLC first reported a position in IEZ in Q4 2025 and held it in 1 quarter. The position peaked at $761K in Q4 2025. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • NWAM LLC reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2026 after selling out during the quarter.
  • NWAM LLC sold 29,934 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $761K.
  • NWAM LLC first reported a position in iShares US Oil Equipment & Services ETF in Q4 2025 and held it in 1 quarter.
  • NWAM LLC's iShares US Oil Equipment & Services ETF position peaked at $761K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.