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

Prospera Financial Services’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 		$2.45M Sell
91,070
-404,976
-82% -$12.2M 0.04% 462
2026
Q1 		$14.4M Buy
496,046
+413,778
+503% +$11M 0.23% 94
2025
Q4 		$1.72M Sell
82,268
-930
-1% -$18.9K 0.03% 516
2025
Q3 		$1.61M Buy
83,198
+3,423
+4% +$62.8K 0.03% 533
2025
Q2 		$1.35M Buy
79,775
+6,107
+8% +$102K 0.03% 569
2025
Q1 		$1.44M Buy
73,668
+4,501
+7% +$91.1K 0.03% 467
2024
Q4 		$1.37M Buy
69,167
+6,835
+11% +$141K 0.03% 460
2024
Q3 		$1.25M Buy
62,332
+4,878
+8% +$104K 0.03% 451
2024
Q2 		$1.28M Sell
57,454
-238,065
-81% -$5.38M 0.04% 442
2024
Q1 		$6.99M Buy
295,519
+103,947
+54% +$2.22M 0.21% 105
2023
Q4 		$4.2M Buy
191,572
+157,170
+457% +$3.52M 0.14% 165
2023
Q3 		$827K Buy
34,402
+2,452
+8% +$57.9K 0.03% 465
2023
Q2 		$643K Buy
31,950
+4,214
+15% +$79.8K 0.02% 537
2023
Q1 		$536K Buy
27,736
+2,208
+9% +$47K 0.02% 588
2022
Q4 		$541K Buy
25,528
+4,313
+20% +$85K 0.03% 513
2022
Q3 		$306K Buy
21,215
+9,685
+84% +$152K 0.02% 648
2022
Q2 		$184K Buy
11,530
+8,598
+293% +$162K 0.01% 758
2022
Q1 		$57K Buy
+2,932
New +$49.2K ﹤0.01% 1314

Other funds holding IEZ

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Prospera Financial Services's IEZ Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 82% in Q2 2026, selling an estimated $12.2M and leaving 91,070 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #462.

Prospera Financial Services first reported a position in IEZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.4M in Q1 2026. 7 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Prospera Financial Services held 91,070 shares of iShares US Oil Equipment & Services ETF worth $2.45M as of Q2 2026.
  • Prospera Financial Services sold 404,976 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $12.2M.
  • iShares US Oil Equipment & Services ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #462 holding.
  • Prospera Financial Services first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and has held it in 18 quarters since.
  • Prospera Financial Services's iShares US Oil Equipment & Services ETF position peaked at $14.4M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.