The Family Firm’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $101K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $139K | Sell |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $94K | Sell |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $417K | Sell |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $451K | Sell |
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|
2019
Q1 | $554K | Buy |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $346K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $244K | Buy |
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