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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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Toth Financial Advisory's IEZ Position: Q2 2026 in Review

Toth Financial Advisory held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2026 at 4,100 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #286.

Toth Financial Advisory first reported a position in IEZ in Q2 2014 and has held it in 24 quarters since. The position peaked at $471K in Q2 2014. 7 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Toth Financial Advisory held 4,100 shares of iShares US Oil Equipment & Services ETF worth $110K as of Q2 2026.
  • Toth Financial Advisory left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2026.
  • iShares US Oil Equipment & Services ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #286 holding.
  • Toth Financial Advisory first reported a position in iShares US Oil Equipment & Services ETF in Q2 2014 and has held it in 24 quarters since.
  • Toth Financial Advisory's iShares US Oil Equipment & Services ETF position peaked at $471K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.