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

SPC Financial Inc’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
2024 Q2	–	Sell	-10,467	Closed	-$248K	–	247
2024 Q1	$248K	Sell	10,467 -362,872	-97%	-$7.74M	0.02%	212
2023 Q4	$8.18M	Sell	373,339 -260,204	-41%	-$5.82M	0.83%	31
2023 Q3	$15.2M	Buy	+633,543	New	+$15M	1.71%	22
2022 Q3	–	Sell	-929,197	Closed	-$14.8M	–	190
2022 Q2	$14.8M	Buy	+929,197	New	+$17.5M	1.83%	21
2021 Q3	–	Sell	-182,805	Closed	-$2.8M	–	173
2021 Q2	$2.8M	Sell	182,805 -1,021,547	-85%	-$14.9M	0.34%	47
2021 Q1	$16.1M	Buy	+1,204,352	New	+$16.2M	2.13%	18

Other funds holding IEZ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

VCAM

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

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

IFG

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

SPC Financial Inc's IEZ Position: Q2 2024 in Review

SPC Financial Inc sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2024, closing a stake of 10,467 shares — an estimated $248K sold.

SPC Financial Inc first reported a position in IEZ in Q1 2021 and held it in 6 quarters. The position peaked at $16.1M in Q1 2021. 78 funds tracked by Wall St. Rank hold IEZ as of Q2 2024.

SPC Financial Inc reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2024 after selling out during the quarter.
SPC Financial Inc sold 10,467 iShares US Oil Equipment & Services ETF shares in Q2 2024, an estimated $248K.
SPC Financial Inc first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 6 quarters.
SPC Financial Inc's iShares US Oil Equipment & Services ETF position peaked at $16.1M in Q1 2021.
78 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2024.

Based on SPC Financial Inc's 13F filing for Q2 2024, filed 2 Aug 2024.