Tarbox Family Office’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Tarbox Family Office’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
2021 Q4	–	Sell	-300	Closed	-$4K	–	1145
2021 Q3	$4K	Hold	300	–	–	﹤0.01%	713
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	636
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	642
2020 Q4	$3K	Hold	300	–	–	﹤0.01%	694
2020 Q3	$2K	Hold	300	–	–	﹤0.01%	784
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	626
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	652
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	459
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	459
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	389
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	339
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	363
2018 Q3	$11K	Hold	300	–	–	﹤0.01%	306
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	297
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	314
2017 Q4	$11K	Hold	300	–	–	﹤0.01%	302
2017 Q3	$11K	Hold	300	–	–	﹤0.01%	300
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	291
2017 Q1	$13K	Hold	300	–	–	0.01%	260
2016 Q4	$14K	Hold	300	–	–	0.01%	227
2016 Q3	$12K	Hold	300	–	–	0.01%	229
2016 Q2	$12K	Hold	300	–	–	0.01%	222
2016 Q1	$11K	Hold	300	–	–	0.01%	236
2015 Q4	$11K	Hold	300	–	–	0.01%	217
2015 Q3	$11K	Hold	300	–	–	0.01%	221
2015 Q2	$14K	Hold	300	–	–	0.01%	192
2015 Q1	$14K	Hold	300	–	–	0.01%	198
2014 Q4	$15K	Hold	300	–	–	0.01%	191
2014 Q3	$20K	Hold	300	–	–	0.02%	156
2014 Q2	$23K	Hold	300	–	–	0.02%	147
2014 Q1	$20K	Hold	300	–	–	0.02%	177
2013 Q4	$19K	Buy	+300	New	+$19.5K	0.02%	209

Other funds holding IEZ

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

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Tarbox Family Office's IEZ Position: Q4 2021 in Review

Tarbox Family Office sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2021, closing a stake of 300 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in IEZ in Q4 2013 and held it in 32 quarters. The position peaked at $23K in Q2 2014. 46 funds tracked by Wall St. Rank hold IEZ as of Q4 2021.

Tarbox Family Office reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2021 after selling out during the quarter.
Tarbox Family Office sold 300 iShares US Oil Equipment & Services ETF shares in Q4 2021, an estimated $4K.
Tarbox Family Office first reported a position in iShares US Oil Equipment & Services ETF in Q4 2013 and held it in 32 quarters.
Tarbox Family Office's iShares US Oil Equipment & Services ETF position peaked at $23K in Q2 2014.
46 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.