Toth Financial Advisory’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 | $69.6K | Sell |
4,100
-2,275
| -36% | -$38.6K | 0.01% | 271 |
|
|
2025
Q1 | $124K | Hold |
6,375
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $126K | Hold |
6,375
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $128K | Sell |
6,375
-36
| -0.6% | -$723 | 0.02% | 220 |
|
|
2024
Q2 | $143K | Hold |
6,411
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $152K | Sell |
6,411
-1,000
| -13% | -$23.7K | 0.02% | 210 |
|
|
2023
Q4 | $162K | Buy |
7,411
+79
| +1% | +$1.73K | 0.02% | 210 |
|
|
2023
Q3 | $176K | Hold |
7,332
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $148K | Hold |
7,332
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $142K | Hold |
7,332
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $155K | Hold |
7,332
| – | – | 0.03% | 203 |
|
|
2022
Q3 | $106K | Hold |
7,332
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $117K | Hold |
7,332
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $141K | Buy |
7,332
+7,083
| +2,845% | +$136K | 0.02% | 210 |
|
|
2021
Q4 | $3K | Buy |
249
+10
| +4% | +$120 | ﹤0.01% | 607 |
|
|
2021
Q3 | $3K | Buy |
239
+39
| +20% | +$490 | ﹤0.01% | 607 |
|
|
2021
Q2 | $3K | Buy |
200
+92
| +85% | +$1.38K | ﹤0.01% | 541 |
|
|
2021
Q1 | $1K | Buy |
+108
| New | +$1K | ﹤0.01% | 629 |
|
|
2014
Q4 | – | Sell |
-6,155
| Closed | -$408K | – | 115 |
|
|
2014
Q3 | $408K | Buy |
6,155
+85
| +1% | +$5.63K | 0.15% | 94 |
|
|
2014
Q2 | $471K | Buy |
+6,070
| New | +$471K | 0.18% | 88 |
|