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Smartleaf Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Smartleaf Asset 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
Q2 		$10K Hold
371
– – ﹤0.01% 2363
2026
Q1 		$10.7K Buy
+371
New +$9.87K ﹤0.01% 2293
2025
Q4 		– Sell
-1
Closed -$20 – 3479
2025
Q3 		$5 Buy
+1
New +$18 ﹤0.01% 3001

Other funds holding IEZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $981M AUM 15.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Smartleaf Asset Management's IEZ Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2026 at 371 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Smartleaf Asset Management first reported a position in IEZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.7K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Smartleaf Asset Management held 371 shares of iShares US Oil Equipment & Services ETF worth $10K as of Q2 2026.
  • Smartleaf Asset Management left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2026.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2363 holding.
  • Smartleaf Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's iShares US Oil Equipment & Services ETF position peaked at $10.7K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.