Sowell Financial Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-31,905	Closed	-$642K	–	554
2023 Q2	$642K	Buy	31,905 +2,780	+10%	+$52.7K	0.04%	421
2023 Q1	$563K	Sell	29,125 -4,030	-12%	-$85.9K	0.04%	410
2022 Q4	$703K	Buy	+33,155	New	+$654K	0.05%	376
2021 Q3	–	Sell	-41,143	Closed	-$630K	–	514
2021 Q2	$630K	Buy	41,143 +18,143	+79%	+$265K	0.04%	387
2021 Q1	$333K	Buy	+23,000	New	+$309K	0.01%	797

Other funds holding IEZ

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sowell Financial Services's IEZ Position: Q3 2023 in Review

Sowell Financial Services sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2023, closing a stake of 31,905 shares — an estimated $642K sold.

Sowell Financial Services first reported a position in IEZ in Q1 2021 and held it in 5 quarters. The position peaked at $703K in Q4 2022. 95 funds tracked by Wall St. Rank hold IEZ as of Q3 2023.

Sowell Financial Services reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2023 after selling out during the quarter.
Sowell Financial Services sold 31,905 iShares US Oil Equipment & Services ETF shares in Q3 2023, an estimated $642K.
Sowell Financial Services first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 5 quarters.
Sowell Financial Services's iShares US Oil Equipment & Services ETF position peaked at $703K in Q4 2022.
95 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.