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

Truist Financial’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	$1.13M	Sell	41,853 -7,843	-16%	-$236K	﹤0.01%	1696
2026 Q1	$1.44M	Buy	49,696 +23,930	+93%	+$637K	﹤0.01%	1505
2025 Q4	$538K	Sell	25,766 -21,575	-46%	-$438K	﹤0.01%	2008
2025 Q3	$913K	Buy	47,341 +10,884	+30%	+$200K	﹤0.01%	1709
2025 Q2	$619K	Buy	36,457 +13,481	+59%	+$226K	﹤0.01%	1849
2025 Q1	$448K	Buy	+22,976	New	+$465K	﹤0.01%	1930
2024 Q1	–	Sell	-17,562	Closed	-$385K	–	2672
2023 Q4	$385K	Sell	17,562 -2,747	-14%	-$61.5K	﹤0.01%	2144
2023 Q3	$488K	Buy	+20,309	New	+$480K	﹤0.01%	1939
2023 Q2	–	Sell	-11,123	Closed	-$215K	–	2616
2023 Q1	$215K	Sell	11,123 -1,974	-15%	-$42.1K	﹤0.01%	2393
2022 Q4	$278K	Buy	+13,097	New	+$258K	﹤0.01%	2269
2016 Q2	–	Sell	-9,200	Closed	-$329K	–	872
2016 Q1	$329K	Buy	+9,200	New	+$303K	0.01%	629

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Truist Financial's IEZ Position: Q2 2026 in Review

Truist Financial reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 16% in Q2 2026, selling an estimated $236K and leaving 41,853 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Truist Financial first reported a position in IEZ in Q1 2016 and has held it in 11 quarters since. The position peaked at $1.44M in Q1 2026. 94 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Truist Financial held 41,853 shares of iShares US Oil Equipment & Services ETF worth $1.13M as of Q2 2026.
Truist Financial sold 7,843 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $236K.
iShares US Oil Equipment & Services ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1696 holding.
Truist Financial first reported a position in iShares US Oil Equipment & Services ETF in Q1 2016 and has held it in 11 quarters since.
Truist Financial's iShares US Oil Equipment & Services ETF position peaked at $1.44M in Q1 2026.
94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.