SIS
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Strategic Investment Solutions’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Strategic Investment Solutions’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
Q2 		$335K Sell
12,449
-2,442
-16% -$73.4K 0.08% 123
2026
Q1 		$431K Buy
14,891
+13,210
+786% +$352K 0.1% 101
2025
Q4 		$35.1K Buy
+1,681
New +$34.1K 0.01% 271

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TFA
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CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return