Vahanian & Associates Financial Planning’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q2	–	Sell	-11,200	Closed	-$216K	–	69
2023 Q1	$216K	Sell	11,200 -5,915	-35%	-$126K	0.6%	59
2022 Q4	$363K	Buy	17,115 +1,450	+9%	+$28.6K	1.19%	33
2022 Q3	$226K	Buy	+15,665	New	+$245K	0.78%	43

Other funds holding IEZ

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VCAM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFG

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Vahanian & Associates Financial Planning's IEZ Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2023, closing a stake of 11,200 shares — an estimated $216K sold.

Vahanian & Associates Financial Planning first reported a position in IEZ in Q3 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 64 funds tracked by Wall St. Rank hold IEZ as of Q2 2023.

Vahanian & Associates Financial Planning reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 11,200 iShares US Oil Equipment & Services ETF shares in Q2 2023, an estimated $216K.
Vahanian & Associates Financial Planning first reported a position in iShares US Oil Equipment & Services ETF in Q3 2022 and held it in 3 quarters.
Vahanian & Associates Financial Planning's iShares US Oil Equipment & Services ETF position peaked at $363K in Q4 2022.
64 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.