Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Rockefeller Capital Management’s
iShares US Oil Equipment & Services ETF
IEZ
Stock Holding History
Rockefeller Capital 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
2026
Q1
$66.6K
Hold
2,300
–
–
﹤0.01%
3108
2025
Q4
$48K
Hold
2,300
–
–
﹤0.01%
3090
2025
Q3
$44.4K
Buy
+2,300
New
+$42.2K
﹤0.01%
2970
2025
Q2
–
Sell
-20,395
Closed
-$398K
–
1756
2025
Q1
$398K
Buy
+20,395
New
+$413K
﹤0.01%
1544
2023
Q1
–
Sell
-172
Closed
-$3K
–
2887
2022
Q4
$3K
Buy
172
+1
+0.6%
+$20
﹤0.01%
3469
2022
Q3
$2K
Hold
171
–
–
﹤0.01%
3596
2022
Q2
$2K
Hold
171
–
–
﹤0.01%
3791
2022
Q1
$3K
Buy
171
+1
+0.6%
+$17
﹤0.01%
3508
2021
Q4
$2K
Hold
170
–
–
﹤0.01%
3541
2021
Q3
$2K
Hold
170
–
–
﹤0.01%
3441
2021
Q2
$2K
Buy
+170
New
+$2.49K
﹤0.01%
3251
2019
Q2
–
Sell
-33
Closed
-$1K
–
1799
2019
Q1
$1K
Buy
+33
New
+$813
﹤0.01%
1858
Other funds holding IEZ
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MWM
MinichMacGregor Wealth Management
Saratoga Springs, New York
$567M AUM
32.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
ASN
Advisory Services Network
Atlanta, Georgia
$7.52B AUM
29.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PFS
Prospera Financial Services
Dallas, Texas
$6.89B AUM
37.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close