Revisor Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
16,970
-9,085
| -35% | -$166K | 0.11% | 208 |
|
|
2025
Q1 | $508K | Sell |
26,055
-6,464
| -20% | -$126K | 0.23% | 100 |
|
|
2024
Q4 | $644K | Sell |
32,519
-5,995
| -16% | -$119K | 0.59% | 36 |
|
|
2024
Q3 | $774K | Hold |
38,514
| – | – | 0.48% | 40 |
|
|
2024
Q2 | $858K | Buy |
38,514
+9,348
| +32% | +$208K | 0.6% | 31 |
|
|
2024
Q1 | $663K | Buy |
29,166
+16,212
| +125% | +$369K | 0.3% | 83 |
|
|
2023
Q4 | $284K | Sell |
12,954
-7,713
| -37% | -$169K | 0.33% | 83 |
|
|
2023
Q3 | $497K | Buy |
+20,667
| New | +$497K | 0.42% | 53 |
|