The Family Firm’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
13,422
+59
| +0.4% | +$1K | 0.05% | 85 |
|
|
2025
Q1 | $261K | Buy |
13,363
+868
| +7% | +$16.9K | 0.06% | 182 |
|
|
2024
Q4 | $248K | Buy |
+12,495
| New | +$248K | 0.06% | 185 |
|
|
2024
Q3 | – | Sell |
-4,546
| Closed | -$101K | – | 507 |
|
|
2024
Q2 | $101K | Buy |
+4,546
| New | +$101K | 0.02% | 272 |
|
|
2021
Q3 | – | Sell |
-10,215
| Closed | -$156K | – | 181 |
|
|
2021
Q2 | $156K | Sell |
10,215
-141
| -1% | -$2.15K | 0.04% | 173 |
|
|
2021
Q1 | $139K | Sell |
10,356
-2,156
| -17% | -$28.9K | 0.04% | 171 |
|
|
2020
Q4 | $162K | Sell |
12,512
-561
| -4% | -$7.26K | 0.05% | 165 |
|
|
2020
Q3 | $94K | Sell |
13,073
-3,212
| -20% | -$23.1K | 0.03% | 140 |
|
|
2020
Q2 | $140K | Sell |
16,285
-4,213
| -21% | -$36.2K | 0.05% | 138 |
|
|
2020
Q1 | $122K | Hold |
20,498
| – | – | 0.05% | 127 |
|
|
2019
Q4 | $417K | Sell |
20,498
-348
| -2% | -$7.08K | 0.14% | 99 |
|
|
2019
Q3 | $367K | Buy |
20,846
+61
| +0.3% | +$1.07K | 0.13% | 97 |
|
|
2019
Q2 | $451K | Sell |
20,785
-1,153
| -5% | -$25K | 0.16% | 84 |
|
|
2019
Q1 | $554K | Buy |
21,938
+2,157
| +11% | +$54.5K | 0.2% | 71 |
|
|
2018
Q4 | $404K | Buy |
19,781
+10,096
| +104% | +$206K | 0.16% | 81 |
|
|
2018
Q3 | $346K | Buy |
9,685
+2,051
| +27% | +$73.3K | 0.13% | 100 |
|
|
2018
Q2 | $279K | Buy |
7,634
+117
| +2% | +$4.28K | 0.1% | 107 |
|
|
2018
Q1 | $244K | Buy |
+7,517
| New | +$244K | 0.1% | 120 |
|