Sanctuary Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Sanctuary Advisors’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	$509K	Buy	18,916 +11,363	+150%	+$342K	﹤0.01%	1966
2026 Q1	$219K	Sell	7,553 -4,400	-37%	-$117K	﹤0.01%	2314
2025 Q4	$249K	Hold	11,953	–	–	﹤0.01%	2137
2025 Q3	$231K	Sell	11,953 -3,376	-22%	-$62K	﹤0.01%	2181
2025 Q2	$260K	Buy	+15,329	New	+$257K	﹤0.01%	2001
2024 Q3	–	Sell	-25,382	Closed	-$585K	–	2576
2024 Q2	$585K	Buy	+25,382	New	+$573K	﹤0.01%	1541

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Sanctuary Advisors's IEZ Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 150% in Q2 2026, buying an estimated $342K and bringing the position to 18,916 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Sanctuary Advisors first reported a position in IEZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $585K in Q2 2024. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Sanctuary Advisors held 18,916 shares of iShares US Oil Equipment & Services ETF worth $509K as of Q2 2026.
Sanctuary Advisors bought 11,363 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $342K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1966 holding.
Sanctuary Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2024 and has held it in 6 quarters since.
Sanctuary Advisors's iShares US Oil Equipment & Services ETF position peaked at $585K in Q2 2024.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.