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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

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MWM
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ASN
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Bank of America
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EH
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return