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

Patten & Patten’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	$311K	Sell	11,570 -1,420	-11%	-$42.7K	0.02%	288
2026 Q1	$376K	Sell	12,990 -1,030	-7%	-$27.4K	0.02%	270
2025 Q4	$293K	Sell	14,020 -6,435	-31%	-$131K	0.02%	291
2025 Q3	$395K	Sell	20,455 -11,265	-36%	-$207K	0.02%	267
2025 Q2	$538K	Sell	31,720 -1,725	-5%	-$28.9K	0.03%	221
2025 Q1	$652K	Buy	33,445 +12,530	+60%	+$254K	0.04%	200
2024 Q4	$414K	Buy	+20,915	New	+$430K	0.03%	237

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

Patten & Patten's IEZ Position: Q2 2026 in Review

Patten & Patten reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 11% in Q2 2026, selling an estimated $42.7K and leaving 11,570 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #288.

Patten & Patten first reported a position in IEZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $652K in Q1 2025. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Patten & Patten held 11,570 shares of iShares US Oil Equipment & Services ETF worth $311K as of Q2 2026.
Patten & Patten sold 1,420 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $42.7K.
iShares US Oil Equipment & Services ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #288 holding.
Patten & Patten first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and has held it in 7 quarters since.
Patten & Patten's iShares US Oil Equipment & Services ETF position peaked at $652K in Q1 2025.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.