Stifel Financial
IEZ icon

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

Stifel Financial’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 		$5.11M Buy
176,654
+60,698
+52% +$1.62M ﹤0.01% 1339
2025
Q4 		$2.42M Sell
115,956
-33,386
-22% -$678K ﹤0.01% 1798
2025
Q3 		$2.88M Buy
149,342
+70,848
+90% +$1.3M ﹤0.01% 1638
2025
Q2 		$1.33M Sell
78,494
-234,612
-75% -$3.93M ﹤0.01% 2131
2025
Q1 		$6.11M Buy
313,106
+40,431
+15% +$818K 0.01% 1076
2024
Q4 		$5.4M Buy
272,675
+114,773
+73% +$2.36M 0.01% 1165
2024
Q3 		$3.17M Buy
157,902
+107,809
+215% +$2.3M ﹤0.01% 1482
2024
Q2 		$1.12M Sell
50,093
-140,178
-74% -$3.17M ﹤0.01% 2099
2024
Q1 		$4.5M Sell
190,271
-243,823
-56% -$5.2M 0.01% 1207
2023
Q4 		$9.52M Buy
434,094
+18,024
+4% +$403K 0.01% 791
2023
Q3 		$10M Buy
416,070
+402,929
+3,066% +$9.52M 0.01% 720
2023
Q2 		$264K Sell
13,141
-65,703
-83% -$1.24M ﹤0.01% 2903
2023
Q1 		$1.52M Sell
78,844
-81,124
-51% -$1.73M ﹤0.01% 1748
2022
Q4 		$3.39M Buy
+159,968
New +$3.15M 0.01% 1193
2022
Q3 		– Sell
-15,216
Closed -$243K – 3335
2022
Q2 		$243K Sell
15,216
-156,832
-91% -$2.95M ﹤0.01% 2861
2022
Q1 		$3.32M Buy
+172,048
New +$2.89M ﹤0.01% 1286
2021
Q3 		– Sell
-39,590
Closed -$607K – 3366
2021
Q2 		$607K Sell
39,590
-517,415
-93% -$7.57M ﹤0.01% 2467
2021
Q1 		$7.47M Buy
+557,005
New +$7.49M 0.01% 779
2020
Q3 		– Sell
-174,630
Closed -$1.5M – 2930
2020
Q2 		$1.5M Buy
+174,630
New +$1.4M ﹤0.01% 1310
2019
Q2 		– Sell
-8,065
Closed -$203K – 3001
2019
Q1 		$203K Sell
8,065
-76,200
-90% -$1.88M ﹤0.01% 2581
2018
Q4 		$1.72M Buy
84,265
+64,183
+320% +$1.81M 0.01% 1239
2018
Q3 		$719K Buy
20,082
+2,301
+13% +$81.7K ﹤0.01% 1892
2018
Q2 		$654K Buy
+17,781
New +$653K ﹤0.01% 1879

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

Stifel Financial's IEZ Position: Q1 2026 in Review

Stifel Financial increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 52% in Q1 2026, buying an estimated $1.62M and bringing the position to 176,654 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Stifel Financial first reported a position in IEZ in Q2 2018 and has held it in 23 quarters since. The position peaked at $10M in Q3 2023. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Stifel Financial held 176,654 shares of iShares US Oil Equipment & Services ETF worth $5.11M as of Q1 2026.
  • Stifel Financial bought 60,698 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $1.62M.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1339 holding.
  • Stifel Financial first reported a position in iShares US Oil Equipment & Services ETF in Q2 2018 and has held it in 23 quarters since.
  • Stifel Financial's iShares US Oil Equipment & Services ETF position peaked at $10M in Q3 2023.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.