Truvestments Capital’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Truvestments Capital’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
2025 Q1	–	Sell	-110	Closed	-$2.18K	–	1093
2024 Q4	$2.18K	Hold	110	–	–	﹤0.01%	829
2024 Q3	$2.21K	Buy	+110	New	+$2.35K	﹤0.01%	785
2024 Q2	–	Sell	-110	Closed	-$2.6K	–	439
2024 Q1	$2.6K	Hold	110	–	–	﹤0.01%	599
2023 Q4	$2.41K	Hold	110	–	–	﹤0.01%	667
2023 Q3	$2.64K	Hold	110	–	–	﹤0.01%	569
2023 Q2	$2.21K	Hold	110	–	–	﹤0.01%	596
2023 Q1	$2.13K	Hold	110	–	–	﹤0.01%	577
2022 Q4	$2.33K	Hold	110	–	–	﹤0.01%	696
2022 Q3	$2K	Hold	110	–	–	﹤0.01%	556
2022 Q2	$2K	Buy	+110	New	+$2.07K	﹤0.01%	562
2022 Q1	–	Sell	-110	Closed	-$1K	–	339
2021 Q4	$1K	Hold	110	–	–	﹤0.01%	579
2021 Q3	$2K	Hold	110	–	–	﹤0.01%	538
2021 Q2	$2K	Sell	110 -110	-50%	-$1.61K	﹤0.01%	549
2021 Q1	$2K	Buy	220 +35	+19%	+$471	﹤0.01%	620
2020 Q4	$2K	Hold	185	–	–	﹤0.01%	556
2020 Q3	$1K	Hold	185	–	–	﹤0.01%	306
2020 Q2	$1K	Hold	185	–	–	﹤0.01%	544
2020 Q1	$1K	Buy	+185	New	+$2.63K	﹤0.01%	485
2019 Q4	–	Sell	-185	Closed	-$3K	–	344
2019 Q3	$3K	Hold	185	–	–	﹤0.01%	633
2019 Q2	$4K	Hold	185	–	–	﹤0.01%	639
2019 Q1	$5K	Buy	+185	New	+$4.55K	﹤0.01%	597
2018 Q3	$7K	Buy	+185	New	+$6.57K	﹤0.01%	701

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truvestments Capital's IEZ Position: Q1 2025 in Review

Truvestments Capital sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2025, closing a stake of 110 shares — an estimated $2.18K sold.

Truvestments Capital first reported a position in IEZ in Q3 2018 and held it in 22 quarters. The position peaked at $7K in Q3 2018. 76 funds tracked by Wall St. Rank hold IEZ as of Q1 2025.

Truvestments Capital reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 110 iShares US Oil Equipment & Services ETF shares in Q1 2025, an estimated $2.18K.
Truvestments Capital first reported a position in iShares US Oil Equipment & Services ETF in Q3 2018 and held it in 22 quarters.
Truvestments Capital's iShares US Oil Equipment & Services ETF position peaked at $7K in Q3 2018.
76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.