Stratos Wealth Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Stratos Wealth Advisors’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
2023 Q4	–	Sell	-14,591	Closed	-$351K	–	709
2023 Q3	$351K	Buy	+14,591	New	+$345K	0.02%	493
2023 Q1	–	Sell	-10,699	Closed	-$227K	–	614
2022 Q4	$227K	Buy	+10,699	New	+$211K	0.02%	524

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Stratos Wealth Advisors's IEZ Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2023, closing a stake of 14,591 shares — an estimated $351K sold.

Stratos Wealth Advisors first reported a position in IEZ in Q4 2022 and held it in 2 quarters. The position peaked at $351K in Q3 2023. 96 funds tracked by Wall St. Rank hold IEZ as of Q4 2023.

Stratos Wealth Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 14,591 iShares US Oil Equipment & Services ETF shares in Q4 2023, an estimated $351K.
Stratos Wealth Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and held it in 2 quarters.
Stratos Wealth Advisors's iShares US Oil Equipment & Services ETF position peaked at $351K in Q3 2023.
96 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.