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

Retirement 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
2021
Q2 		– Sell
-1,522
Closed -$20K – 710
2021
Q1 		$20K Buy
+1,522
New +$20.5K 0.01% 387

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's IEZ Position: Q2 2021 in Review

Retirement Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 1,522 shares — an estimated $20K sold.

Retirement Group first reported a position in IEZ in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Retirement Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 1,522 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $20K.
  • Retirement Group first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • Retirement Group's iShares US Oil Equipment & Services ETF position peaked at $20K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.