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

Phoenix Financial’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	$134M	Buy	+4,991,000	New	+$150M	0.92%	30

Other funds holding IEZ

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Phoenix Financial's IEZ Position: Q2 2026 in Review

Phoenix Financial opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 4,991,000 shares worth $134M. The stake represents 0.92% of the portfolio and ranks #30 among its holdings.

93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Phoenix Financial held 4,991,000 shares of iShares US Oil Equipment & Services ETF worth $134M as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new Phoenix Financial position in Q2 2026.
iShares US Oil Equipment & Services ETF made up 0.92% of Phoenix Financial's portfolio in Q2 2026, its #30 holding.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.