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

SeaCrest 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
Q2 		– Sell
-81,462
Closed -$1.59M – 656
2025
Q1 		$1.59M Buy
81,462
+64,633
+384% +$1.31M 0.18% 104
2024
Q4 		$333K Sell
16,829
-250
-1% -$5.14K 0.04% 457
2024
Q3 		$343K Buy
17,079
+16
+0.1% +$342 0.04% 451
2024
Q2 		$380K Buy
17,063
+11
+0.1% +$249 0.04% 390
2024
Q1 		$403K Sell
17,052
-2,233
-12% -$47.6K 0.05% 361
2023
Q4 		$417K Sell
19,285
-5,819
-23% -$130K 0.05% 356
2023
Q3 		$604K Sell
25,104
-674
-3% -$15.9K 0.08% 264
2023
Q2 		$519K Sell
25,778
-2,211
-8% -$41.9K 0.07% 309
2023
Q1 		$541K Sell
27,989
-1,666
-6% -$35.5K 0.07% 296
2022
Q4 		$629K Sell
29,655
-2,306
-7% -$45.5K 0.09% 262
2022
Q3 		$460K Sell
31,961
-77,418
-71% -$1.21M 0.07% 318
2022
Q2 		$1.75M Buy
109,379
+3,886
+4% +$73.2K 0.22% 80
2022
Q1 		$2.03M Buy
+105,493
New +$1.77M 0.23% 80

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SeaCrest Wealth Management's IEZ Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 81,462 shares — an estimated $1.59M sold.

SeaCrest Wealth Management first reported a position in IEZ in Q1 2022 and held it in 13 quarters. The position peaked at $2.03M in Q1 2022. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 81,462 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $1.59M.
  • SeaCrest Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and held it in 13 quarters.
  • SeaCrest Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $2.03M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.