Toth Financial Advisory’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Toth Financial Advisory’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
2026 Q3	$109K	Hold	4,100	–	–	0.01%	287
2026 Q2	$110K	Hold	4,100	–	–	0.01%	286
2026 Q1	$119K	Hold	4,100	–	–	0.01%	264
2025 Q4	$85.6K	Hold	4,100	–	–	0.01%	279
2025 Q3	$79.1K	Hold	4,100	–	–	0.01%	287
2025 Q2	$69.6K	Sell	4,100 -2,275	-36%	-$38.1K	0.01%	272
2025 Q1	$124K	Hold	6,375	–	–	0.02%	229
2024 Q4	$126K	Hold	6,375	–	–	0.01%	220
2024 Q3	$128K	Sell	6,375 -36	-0.6%	-$770	0.02%	220
2024 Q2	$143K	Hold	6,411	–	–	0.02%	218
2024 Q1	$152K	Sell	6,411 -1,000	-13%	-$21.3K	0.02%	210
2023 Q4	$162K	Buy	7,411 +79	+1%	+$1.77K	0.02%	211
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%	+$119K	0.02%	210
2021 Q4	$3K	Buy	249 +10	+4%	+$139	﹤0.01%	612
2021 Q3	$3K	Buy	239 +39	+20%	+$520	﹤0.01%	607
2021 Q2	$3K	Buy	200 +92	+85%	+$1.35K	﹤0.01%	549
2021 Q1	$1K	Buy	+108	New	+$1.45K	﹤0.01%	640
2014 Q4	–	Sell	-6,155	Closed	-$408K	–	115
2014 Q3	$408K	Buy	6,155 +85	+1%	+$6.17K	0.15%	94
2014 Q2	$471K	Buy	+6,070	New	+$433K	0.18%	88

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Amica Mutual Insurance Providence, Rhode Island $1.21B AUM 20.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Toth Financial Advisory's IEZ Position: Q3 2026 in Review

Toth Financial Advisory held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q3 2026 at 4,100 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #287.

Toth Financial Advisory first reported a position in IEZ in Q2 2014 and has held it in 25 quarters since. The position peaked at $471K in Q2 2014. 46 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

Toth Financial Advisory held 4,100 shares of iShares US Oil Equipment & Services ETF worth $109K as of Q3 2026.
Toth Financial Advisory left its iShares US Oil Equipment & Services ETF share count unchanged in Q3 2026.
iShares US Oil Equipment & Services ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #287 holding.
Toth Financial Advisory first reported a position in iShares US Oil Equipment & Services ETF in Q2 2014 and has held it in 25 quarters since.
Toth Financial Advisory's iShares US Oil Equipment & Services ETF position peaked at $471K in Q2 2014.
46 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.