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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
78,494
-234,612
-75% -$3.98M ﹤0.01% 2131
2025
Q1
$6.11M Buy
313,106
+40,431
+15% +$788K 0.01% 1076
2024
Q4
$5.4M Buy
272,675
+114,773
+73% +$2.27M 0.01% 1165
2024
Q3
$3.17M Buy
157,902
+107,809
+215% +$2.17M ﹤0.01% 1482
2024
Q2
$1.12M Sell
50,093
-140,178
-74% -$3.12M ﹤0.01% 2099
2024
Q1
$4.5M Sell
190,271
-243,823
-56% -$5.77M 0.01% 1207
2023
Q4
$9.52M Buy
434,094
+18,024
+4% +$395K 0.01% 791
2023
Q3
$10M Buy
416,070
+402,929
+3,066% +$9.69M 0.01% 720
2023
Q2
$264K Sell
13,141
-65,703
-83% -$1.32M ﹤0.01% 2903
2023
Q1
$1.52M Sell
78,844
-81,124
-51% -$1.57M ﹤0.01% 1748
2022
Q4
$3.39M Buy
+159,968
New +$3.39M 0.01% 1193
2022
Q3
Sell
-15,216
Closed -$243K 3335
2022
Q2
$243K Sell
15,216
-156,832
-91% -$2.5M ﹤0.01% 2861
2022
Q1
$3.32M Buy
+172,048
New +$3.32M ﹤0.01% 1286
2021
Q3
Sell
-39,590
Closed -$607K 3366
2021
Q2
$607K Sell
39,590
-517,415
-93% -$7.93M ﹤0.01% 2467
2021
Q1
$7.47M Buy
+557,005
New +$7.47M 0.01% 779
2020
Q3
Sell
-174,630
Closed -$1.5M 2930
2020
Q2
$1.5M Buy
+174,630
New +$1.5M ﹤0.01% 1310
2019
Q2
Sell
-8,065
Closed -$203K 3001
2019
Q1
$203K Sell
8,065
-76,200
-90% -$1.92M ﹤0.01% 2581
2018
Q4
$1.72M Buy
84,265
+64,183
+320% +$1.31M 0.01% 1239
2018
Q3
$719K Buy
20,082
+2,301
+13% +$82.4K ﹤0.01% 1892
2018
Q2
$654K Buy
+17,781
New +$654K ﹤0.01% 1879