Steward Partners Investment Advisory’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $2.01K | Hold |
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|
2024
Q2 | $2.23K | Hold |
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|
2024
Q1 | $2.37K | Hold |
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|
2023
Q4 | $2.19K | Hold |
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|
2023
Q3 | $2.4K | Hold |
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|
2023
Q2 | $2.01K | Sell |
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|
2023
Q1 | $6.57K | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $221K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $511K | Buy |
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|
2019
Q2 | $612K | Buy |
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|
2019
Q1 | $698K | Buy |
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|
2018
Q4 | $550K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $1.01M | Buy |
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