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

&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
2026
Q1 		$470K Sell
16,222
-2,767
-15% -$73.6K ﹤0.01% 1733
2025
Q4 		$396K Sell
18,989
-985
-5% -$20K ﹤0.01% 1753
2025
Q3 		$385K Sell
19,974
-2,166
-10% -$39.8K ﹤0.01% 1612
2025
Q2 		$376K Sell
22,140
-5,578
-20% -$93.4K ﹤0.01% 1497
2025
Q1 		$537K Buy
27,718
+3,764
+16% +$76.2K 0.01% 1104
2024
Q4 		$489K Buy
+23,954
New +$493K 0.01% 1082

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

&Partners's IEZ Position: Q1 2026 in Review

&Partners reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 15% in Q1 2026, selling an estimated $73.6K and leaving 16,222 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

&Partners first reported a position in IEZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $537K in Q1 2025. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • &Partners held 16,222 shares of iShares US Oil Equipment & Services ETF worth $470K as of Q1 2026.
  • &Partners sold 2,767 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $73.6K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1733 holding.
  • &Partners first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 6 quarters since.
  • &Partners's iShares US Oil Equipment & Services ETF position peaked at $537K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.