Truist Financial
IEZ icon

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
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial's IEZ Position: Q1 2026 in Review

Truist Financial increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 93% in Q1 2026, buying an estimated $637K and bringing the position to 49,696 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Truist Financial first reported a position in IEZ in Q1 2016 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Truist Financial held 49,696 shares of iShares US Oil Equipment & Services ETF worth $1.44M as of Q1 2026.
  • Truist Financial bought 23,930 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $637K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1505 holding.
  • Truist Financial first reported a position in iShares US Oil Equipment & Services ETF in Q1 2016 and has held it in 10 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.