Sigma Planning Corp’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Sigma Planning Corp’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
2023 Q2	–	Sell	-12,025	Closed	-$232K	–	1285
2023 Q1	$232K	Sell	12,025 -377	-3%	-$8.03K	0.01%	1109
2022 Q4	$263K	Buy	12,402 +1,094	+10%	+$21.6K	0.01%	1020
2022 Q3	$163K	Sell	11,308 -2,763	-20%	-$43.3K	0.01%	1149
2022 Q2	$225K	Sell	14,071 -1,347	-9%	-$25.4K	0.01%	1113
2022 Q1	$297K	Buy	15,418 +3,691	+31%	+$61.9K	0.01%	1061
2021 Q4	$151K	Sell	11,727 -759	-6%	-$10.6K	﹤0.01%	1303
2021 Q3	$171K	Sell	12,486 -842	-6%	-$11.2K	0.01%	1283
2021 Q2	$204K	Buy	13,328 +1,569	+13%	+$23K	0.01%	1293
2021 Q1	$158K	Buy	+11,759	New	+$158K	0.01%	1252

Other funds holding IEZ

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VCAM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Sigma Planning Corp's IEZ Position: Q2 2023 in Review

Sigma Planning Corp sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2023, closing a stake of 12,025 shares — an estimated $232K sold.

Sigma Planning Corp first reported a position in IEZ in Q1 2021 and held it in 9 quarters. The position peaked at $297K in Q1 2022. 64 funds tracked by Wall St. Rank hold IEZ as of Q2 2023.

Sigma Planning Corp reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 12,025 iShares US Oil Equipment & Services ETF shares in Q2 2023, an estimated $232K.
Sigma Planning Corp first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 9 quarters.
Sigma Planning Corp's iShares US Oil Equipment & Services ETF position peaked at $297K in Q1 2022.
64 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.