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The Family Firm’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

The Family Firm’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
2025
Q2 		$228K Buy
13,422
+59
+0.4% +$988 0.05% 85
2025
Q1 		$261K Buy
13,363
+868
+7% +$17.6K 0.06% 182
2024
Q4 		$248K Buy
+12,495
New +$257K 0.06% 185
2024
Q3 		– Sell
-4,546
Closed -$101K – 505
2024
Q2 		$101K Buy
+4,546
New +$103K 0.02% 272
2021
Q3 		– Sell
-10,215
Closed -$156K – 181
2021
Q2 		$156K Sell
10,215
-141
-1% -$2.06K 0.04% 173
2021
Q1 		$139K Sell
10,356
-2,156
-17% -$29K 0.04% 171
2020
Q4 		$162K Sell
12,512
-561
-4% -$5.21K 0.05% 165
2020
Q3 		$94K Sell
13,073
-3,212
-20% -$28.5K 0.03% 140
2020
Q2 		$140K Sell
16,285
-4,213
-21% -$33.8K 0.05% 138
2020
Q1 		$122K Hold
20,498
– – 0.05% 127
2019
Q4 		$417K Sell
20,498
-348
-2% -$6.26K 0.14% 99
2019
Q3 		$367K Buy
20,846
+61
+0.3% +$1.17K 0.13% 97
2019
Q2 		$451K Sell
20,785
-1,153
-5% -$26.5K 0.16% 85
2019
Q1 		$554K Buy
21,938
+2,157
+11% +$53.1K 0.2% 72
2018
Q4 		$404K Buy
19,781
+10,096
+104% +$285K 0.16% 82
2018
Q3 		$346K Buy
9,685
+2,051
+27% +$72.8K 0.13% 101
2018
Q2 		$279K Buy
7,634
+117
+2% +$4.3K 0.1% 107
2018
Q1 		$244K Buy
+7,517
New +$266K 0.1% 120

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

The Family Firm's IEZ Position: Q2 2025 in Review

The Family Firm increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.44% in Q2 2025, buying an estimated $988 and bringing the position to 13,422 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #85.

The Family Firm first reported a position in IEZ in Q1 2018 and has held it in 18 quarters since. The position peaked at $554K in Q1 2019. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

  • The Family Firm held 13,422 shares of iShares US Oil Equipment & Services ETF worth $228K as of Q2 2025.
  • The Family Firm bought 59 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $988.
  • iShares US Oil Equipment & Services ETF made up 0.05% of The Family Firm's portfolio in Q2 2025, its #85 holding.
  • The Family Firm first reported a position in iShares US Oil Equipment & Services ETF in Q1 2018 and has held it in 18 quarters since.
  • The Family Firm's iShares US Oil Equipment & Services ETF position peaked at $554K in Q1 2019.
  • 63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.