SPIA
IEZ icon

Steward Partners Investment Advisory’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$608K Sell
21,000
-52,919
-72% -$1.41M ﹤0.01% 1415
2025
Q4 		$1.54M Sell
73,919
-599
-0.8% -$12.2K 0.01% 885
2025
Q3 		$1.44M Sell
74,518
-4,049
-5% -$74.3K 0.01% 903
2025
Q2 		$1.33M Sell
78,567
-21,419
-21% -$359K 0.01% 873
2025
Q1 		$1.95M Buy
99,986
+49,781
+99% +$1.01M 0.02% 664
2024
Q4 		$995K Buy
50,205
+50,105
+50,105% +$1.03M 0.01% 878
2024
Q3 		$2.01K Hold
100
– – ﹤0.01% 3435
2024
Q2 		$2.23K Hold
100
– – ﹤0.01% 3262
2024
Q1 		$2.37K Hold
100
– – ﹤0.01% 3264
2023
Q4 		$2.19K Hold
100
– – ﹤0.01% 3184
2023
Q3 		$2.4K Hold
100
– – ﹤0.01% 3048
2023
Q2 		$2.01K Sell
100
-240
-71% -$4.55K ﹤0.01% 3024
2023
Q1 		$6.57K Sell
340
-19,079
-98% -$407K ﹤0.01% 2692
2022
Q4 		$412K Buy
19,419
+18,960
+4,131% +$374K 0.01% 979
2022
Q3 		$7K Hold
459
– – ﹤0.01% 2650
2022
Q2 		$7K Sell
459
-24,347
-98% -$458K ﹤0.01% 2637
2022
Q1 		$478K Buy
24,806
+24,706
+24,706% +$415K 0.01% 939
2021
Q4 		$1K Hold
100
– – ﹤0.01% 3094
2021
Q3 		$1K Hold
100
– – ﹤0.01% 3077
2021
Q2 		$2K Sell
100
-23,600
-100% -$345K ﹤0.01% 6875
2021
Q1 		$318K Buy
23,700
+23,600
+23,600% +$317K 0.01% 1068
2020
Q4 		$1K Hold
100
– – ﹤0.01% 2786
2020
Q3 		$1K Sell
100
-25,554
-100% -$227K ﹤0.01% 2664
2020
Q2 		$221K Buy
+25,654
New +$206K 0.01% 850
2019
Q4 		– Sell
-29,063
Closed -$511K – 2657
2019
Q3 		$511K Buy
29,063
+824
+3% +$15.8K 0.02% 572
2019
Q2 		$612K Buy
28,239
+597
+2% +$13.7K 0.02% 509
2019
Q1 		$698K Buy
27,642
+677
+3% +$16.7K 0.03% 433
2018
Q4 		$550K Sell
26,965
-2,574
-9% -$72.6K 0.03% 465
2018
Q3 		$1.05M Buy
29,539
+1,945
+7% +$69K 0.05% 331
2018
Q2 		$1.01M Buy
+27,594
New +$1.01M 0.06% 299

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's IEZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 72% in Q1 2026, selling an estimated $1.41M and leaving 21,000 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Steward Partners Investment Advisory first reported a position in IEZ in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.95M in Q1 2025. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Steward Partners Investment Advisory held 21,000 shares of iShares US Oil Equipment & Services ETF worth $608K as of Q1 2026.
  • Steward Partners Investment Advisory sold 52,919 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $1.41M.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1415 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Oil Equipment & Services ETF in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's iShares US Oil Equipment & Services ETF position peaked at $1.95M in Q1 2025.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.