Revisor Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Revisor Wealth Management’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
2025 Q3	–	Sell	-16,970	Closed	-$309K	–	275
2025 Q2	$309K	Sell	16,970 -9,085	-35%	-$152K	0.11%	208
2025 Q1	$508K	Sell	26,055 -6,464	-20%	-$131K	0.23%	100
2024 Q4	$644K	Sell	32,519 -5,995	-16%	-$123K	0.59%	36
2024 Q3	$774K	Hold	38,514	–	–	0.48%	40
2024 Q2	$858K	Buy	38,514 +9,348	+32%	+$211K	0.6%	31
2024 Q1	$663K	Buy	29,166 +16,212	+125%	+$346K	0.3%	83
2023 Q4	$284K	Sell	12,954 -7,713	-37%	-$173K	0.33%	83
2023 Q3	$497K	Buy	+20,667	New	+$488K	0.42%	53

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Revisor Wealth Management's IEZ Position: Q3 2025 in Review

Revisor Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2025, closing a stake of 16,970 shares — an estimated $309K sold.

Revisor Wealth Management first reported a position in IEZ in Q3 2023 and held it in 8 quarters. The position peaked at $858K in Q2 2024. 63 funds tracked by Wall St. Rank hold IEZ as of Q3 2025.

Revisor Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2025 after selling out during the quarter.
Revisor Wealth Management sold 16,970 iShares US Oil Equipment & Services ETF shares in Q3 2025, an estimated $309K.
Revisor Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and held it in 8 quarters.
Revisor Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $858K in Q2 2024.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2025.

Based on Revisor Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.