Simplex Trading
IEZ icon

Simplex Trading’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Simplex Trading’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
-212
Closed -$3K – 9473
2025
Q2 		$3K Buy
212
+200
+1,667% +$3.35K ﹤0.01% 7982
2025
Q1 		$0 Buy
+12
New +$243 ﹤0.01% 8996
2024
Q3 		– Sell
-3,567
Closed -$79K – 8960
2024
Q2 		$79K Buy
3,567
+1,353
+61% +$30.6K ﹤0.01% 5616
2024
Q1 		$52K Buy
2,214
+1,378
+165% +$29.4K ﹤0.01% 6221
2023
Q4 		$18K Sell
836
-1,336
-62% -$29.9K ﹤0.01% 6999
2023
Q3 		$52K Buy
2,172
+1,648
+315% +$38.9K ﹤0.01% 5767
2023
Q2 		$10K Buy
+524
New +$9.93K ﹤0.01% 7403
2023
Q1 		– Sell
-3,468
Closed -$73K – 9500
2022
Q4 		$73K Buy
3,468
+2,783
+406% +$54.9K ﹤0.01% 5426
2022
Q3 		$9K Sell
685
-1,800
-72% -$28.2K ﹤0.01% 8325
2022
Q2 		$39K Sell
2,485
-3,630
-59% -$68.4K ﹤0.01% 6808
2022
Q1 		$117K Buy
+6,115
New +$103K ﹤0.01% 5925
2021
Q4 		– Sell
-12,558
Closed -$200K – 10885
2021
Q3 		$200K Buy
12,558
+700
+6% +$9.34K ﹤0.01% 5581
2021
Q2 		$181K Buy
+11,858
New +$173K ﹤0.01% 5839
2021
Q1 		– Sell
-4,418
Closed -$49K – 9333
2020
Q4 		$49K Buy
+4,418
New +$41K ﹤0.01% 6200
2018
Q4 		– Sell
-1,252
Closed -$44K – 7358
2018
Q3 		$44K Buy
+1,252
New +$44.4K ﹤0.01% 5287
2018
Q2 		– Sell
-100
Closed -$3K – 7580
2018
Q1 		$3K Buy
+100
New +$3.54K ﹤0.01% 4989
2017
Q4 		– Sell
-5,743
Closed -$203K – 6283
2017
Q3 		$203K Buy
5,743
+2,259
+65% +$74.3K 0.01% 1178
2017
Q2 		$117K Buy
+3,484
New +$130K 0.01% 1623
2016
Q2 		– Sell
-413
Closed -$14K – 6078
2016
Q1 		$14K Buy
413
+3
+0.7% +$99 ﹤0.01% 3141
2015
Q4 		$14K Buy
+410
New +$16.2K ﹤0.01% 3007
2015
Q3 		– Sell
-304
Closed -$14K – 5805
2015
Q2 		$14K Buy
+304
New +$15.5K ﹤0.01% 2765

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 $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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BNP Paribas Financial Markets
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Simplex Trading's IEZ Position: Q3 2025 in Review

Simplex Trading sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2025, closing a stake of 212 shares — an estimated $3K sold.

Simplex Trading first reported a position in IEZ in Q2 2015 and held it in 21 quarters. The position peaked at $203K in Q3 2017. 63 funds tracked by Wall St. Rank hold IEZ as of Q3 2025.

  • Simplex Trading reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 212 iShares US Oil Equipment & Services ETF shares in Q3 2025, an estimated $3K.
  • Simplex Trading first reported a position in iShares US Oil Equipment & Services ETF in Q2 2015 and held it in 21 quarters.
  • Simplex Trading's iShares US Oil Equipment & Services ETF position peaked at $203K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.