SS
IEZ icon

Sunbelt Securities’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Sunbelt Securities’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 		$202K Buy
6,971
+4,634
+198% +$123K 0.01% 639
2025
Q4 		$48.8K Sell
2,337
-3,035
-56% -$61.6K ﹤0.01% 1003
2025
Q3 		$104K Sell
5,372
-2,385
-31% -$43.8K 0.01% 810
2025
Q2 		$154K Sell
7,757
-28
-0.4% -$469 0.01% 658
2025
Q1 		$152K Buy
7,785
+28
+0.4% +$567 0.01% 632
2024
Q4 		$152K Sell
7,757
-7,162
-48% -$147K 0.01% 665
2024
Q3 		$300K Buy
14,919
+9,991
+203% +$214K 0.03% 485
2024
Q2 		$110K Buy
4,928
+1,521
+45% +$34.4K 0.01% 711
2024
Q1 		$80.6K Buy
3,407
+1,681
+97% +$35.9K 0.01% 760
2023
Q4 		$37.8K Buy
1,726
+1,251
+263% +$28K ﹤0.01% 875
2023
Q3 		$11.4K Buy
+475
New +$11.2K ﹤0.01% 1123

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunbelt Securities's IEZ Position: Q1 2026 in Review

Sunbelt Securities increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 198% in Q1 2026, buying an estimated $123K and bringing the position to 6,971 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #639.

Sunbelt Securities first reported a position in IEZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $300K in Q3 2024. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Sunbelt Securities held 6,971 shares of iShares US Oil Equipment & Services ETF worth $202K as of Q1 2026.
  • Sunbelt Securities bought 4,634 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $123K.
  • iShares US Oil Equipment & Services ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #639 holding.
  • Sunbelt Securities first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's iShares US Oil Equipment & Services ETF position peaked at $300K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.