Patriot Investment Management Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Patriot Investment Management Group’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
2023 Q1	–	Sell	-860	Closed	-$19.5K	–	301
2022 Q4	$19.5K	Buy	+860	New	+$17K	﹤0.01%	344
2020 Q3	–	Sell	-1,655	Closed	-$14.2K	–	407
2020 Q2	$14.2K	Buy	+1,655	New	+$13.3K	﹤0.01%	467

Other funds holding IEZ

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFG

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

VCAM

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Patriot Investment Management Group's IEZ Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2023, closing a stake of 860 shares — an estimated $19.5K sold.

Patriot Investment Management Group first reported a position in IEZ in Q2 2020 and held it in 2 quarters. The position peaked at $19.5K in Q4 2022. 82 funds tracked by Wall St. Rank hold IEZ as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 860 iShares US Oil Equipment & Services ETF shares in Q1 2023, an estimated $19.5K.
Patriot Investment Management Group first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and held it in 2 quarters.
Patriot Investment Management Group's iShares US Oil Equipment & Services ETF position peaked at $19.5K in Q4 2022.
82 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.