St. Louis Financial Planners Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

St. Louis Financial Planners 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
2025 Q1	–	Sell	-20,174	Closed	-$400K	–	33
2024 Q4	$400K	Buy	+20,174	New	+$415K	0.29%	29
2024 Q1	–	Sell	-13,150	Closed	-$288K	–	40
2023 Q4	$288K	Buy	13,150 +171	+1%	+$3.83K	0.27%	34
2023 Q3	$292K	Sell	12,979 -15,842	-55%	-$374K	0.23%	16
2023 Q2	$580K	Buy	28,821 +937	+3%	+$17.8K	0.58%	29
2023 Q1	$539K	Buy	+27,884	New	+$594K	0.61%	37

Other funds holding IEZ

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

AMI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

St. Louis Financial Planners Asset Management's IEZ Position: Q1 2025 in Review

St. Louis Financial Planners Asset Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2025, closing a stake of 20,174 shares — an estimated $400K sold.

St. Louis Financial Planners Asset Management first reported a position in IEZ in Q1 2023 and held it in 5 quarters. The position peaked at $580K in Q2 2023. 76 funds tracked by Wall St. Rank hold IEZ as of Q1 2025.

St. Louis Financial Planners Asset Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2025 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 20,174 iShares US Oil Equipment & Services ETF shares in Q1 2025, an estimated $400K.
St. Louis Financial Planners Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2023 and held it in 5 quarters.
St. Louis Financial Planners Asset Management's iShares US Oil Equipment & Services ETF position peaked at $580K in Q2 2023.
76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2025.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2025, filed 8 Apr 2025.