&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 Q2	$440K	Buy	16,360 +138	+0.9%	+$4.15K	﹤0.01%	1914
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

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

&Partners's IEZ Position: Q2 2026 in Review

&Partners increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.85% in Q2 2026, buying an estimated $4.15K and bringing the position to 16,360 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

&Partners first reported a position in IEZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q1 2025. 94 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

&Partners held 16,360 shares of iShares US Oil Equipment & Services ETF worth $440K as of Q2 2026.
&Partners bought 138 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $4.15K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1914 holding.
&Partners first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's iShares US Oil Equipment & Services ETF position peaked at $537K in Q1 2025.
94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.